Implemented
Allow Business Rules to trigger on Customer Fields
Len Smith
said
3 months ago
Nevermind :-) I figured it out.
Aravind S
said
3 months ago
@Len, Glad that you figured it out on your own :)
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.
Cheers!
Len Smith
said
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.
Len Smith
Hi,
It would be very useful if FreshDesk offered administrators the ability to create a business rule that would allow us to fire off of a value in found in the Company Record.
The use case for us would be where we want to fire a Scheduler rule based on the date found in the Renewal Date field.