Details
Description
- Add a new action for selected tickets to "Assign" them to a client. The client will need to be selected, which can be done through a client autocomplete lookup
- Assign all selected tickets to the client selected
Only tickets that currently have no client assigned may be assigned to one- Any tickets can be reassigned to another client, or from no client to a client
- Add a note to the ticket for admins to see if a ticket is reassigned from one client to another
- "This ticket was re-assigned to [Client Name]. Previous client replies were re-assigned to this client and may have been made by another person."
It's often necessary to assign or re-assign a ticket to a client. As an example, a client may email in a ticket from an email address that's not on file, or may open a ticket under the wrong account.
Staff should be able to re-assign a ticket. There's a couple scenarios that this might be accomplished:
1. On the ticket reply screen, add a link or button next to the Client's name or email address, when clicked a search box appears that uses an AJAX search similar to a staff member opening a new ticket for a client.
2. By adding a new option under the Ticket Overview page where one or more tickets may be selected on the left, where a "Reassign" option appears in the bottom right similar to bulk merge and bulk update status.