Hi, I wanted to check with the community on what is the best practice they have used. If you have both email support and raising request on the portal, have you tied both to the same project or kept them as different projects?
We tend to keep them in the same project - it's the same team having to deal with the incoming requests, and it's best for a team to be working out of a single project.
Thanks it makes sense. The only issue is when we have some mandatory fields in the intake page but when we receive emails how do we map them?
Requests raised by email have to be mapped on to a request type. I usually set up a dedicated request type for incoming email, one which has no mandatory fields (then hide it from the UI users).
I quite like the politeness of customising the "thanks, we've got your request" email with a line that says "we may need more information before we can proceed, we'll let you know if we do", then your people know to expect questions so your agents can flesh out the fields that would usually be mandatory.
good suggestion! thank you!!
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