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auto assign issue based on customer's company?

Our issues will all be created by external customers - about 20,000 in about 1,200 companies. Each company has a rep assigned to it. When we get an email from a user at Detroit Zoo, I want the issue to automatically be assigned to Kim.

I do see the automation part but can't see how to do this - anyone feel generous enough to give me a hint?

- Elisabeth

Accepted answers

Alex Koxaras -Relational-

Hi @Elisabeth Hunt and welcome!

Automation has a rule library, and it comes with a template for what you want:

You just have to modify it a bit, adding some Ifs etc:

I really hope that these 1200 will have some common agents to attend to their issues. Keep in mind that you can only add 65 components inside a rule.

Let me know if this is something you can work on.

Alex

All comments

Alex Koxaras -Relational-

Hi @Elisabeth Hunt and welcome!

Automation has a rule library, and it comes with a template for what you want:

You just have to modify it a bit, adding some Ifs etc:

I really hope that these 1200 will have some common agents to attend to their issues. Keep in mind that you can only add 65 components inside a rule.

Let me know if this is something you can work on.

Alex

HOW AWESOME would it be if I had 1,200 staff?? ;-)

Thanks Alex!!

Alex Koxaras -Relational-

@Elisabeth Huntif my answer suit your needs, kindly mark it as accepted, to help other members in this community. Thanx!

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