How to assign a customer file

A user may need to assign himself a file to better follow his contact, especially if he has made an appointment with him.

When processing contacts, your agents will be able to assign themselves a file using the menuBurger point

Affectation fiche moi 1

The validation of the assignment is specified by a message. The agent can withdraw his assignment by ticking the deletion cross.

Affectation fiche ok 1

Qui peut ouvrir la fiche contact ?

Once the user has assigned a form, only he can open it.

The same principle applies if the user needs to resume processing the ticket at a later date by selecting a hold status or setting an alert.

For any questions, contact support.