It'd be great if you could share your idea on how you implemented this in your set up so that it'll be beneficial for everyone in the community.
1 person likes this
3 months ago
Actually, this remains an open need. You have access to Company fields in Dispatch'r and Observer, but not Supervisor. Since Supervisor rules are timed, I need that capability to be able to check when a customer's renewal date is within, say, 60 days and alert the salesperson and if it's within 10 days, alert a CSM to check on whether or not a temporary extension is needed (e.g., the renewal is underway). I'll add a new Idea specific to adding the ticket properties field to Supervisor.