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How do my customers get automatic updates about issues?

Sandra Kamphuis
December 11, 2019

When I create a new ticket(bug) and I define the customer, the customer does not recieve any email. The customer is in no way informed. What do I do wrong?

We defined organizations and subsequently customers for that organization.

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Jack Brickey
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December 11, 2019

@Sandra Kamphuis ,

I suspect you are creating an issue for your customer using the “+” in the sidebar and then changing the reporters to be the customer. If so then you must also set the Customer Request Type. A better way to open issues on behalf of the customer is to use the raise request in the sidebar which takes you to a modal that represents the portal and you can select the customer from the “on behalf of” drop down. 

Sandra Kamphuis
December 11, 2019

Hi Jack,

Thanks. We indeed use the "+" in the sidebar. We will use the proper way from now on.

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Pedro Felgueiras
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December 11, 2019

Can you please clarify how you "define the customer" the customer ? 

Dose the customer only see their issues, or can it see the issues from other clients ?  

 

If the customer only see their issues, you cna change the notification schema to notify the customer role when an issue is created. 

Sandra Kamphuis
December 11, 2019

Organizations see their own issues and they can't see any other issues. The customers within a organizations can see all issues for that organization.

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Jean Schmücker
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December 11, 2019

the easy fix would be tagging the person who needs to look at what you have created. 

I dont knwo if you already did that ? 

 

Hope that helps just a little bit.

KR

/JS

Sandra Kamphuis
December 11, 2019

Hi, unfortunately that will not work, because you can't tag external clients.
Thanks for your help anyway.

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