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How do I automatically set the organization field based on the customer logged into the portal?

kmader
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March 16, 2020

We use service desk to manage customer reported issues.  When a customer reports an issue, I want to default the Organization field to match the organization associated with the customer's login.  If one is not associated, I then want to use a hardcoded Organization that I will create like "GenericCustomer"   

 

Ultimately, I want to measure time tracked by issue back to each customer to determine which ones are profitable vs. not.

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Carussel (no-reply)
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June 8, 2020

We have te same issue but there are same blocker problems:

1. There are customers who are a member of many organizations

2. There are requests that are "private" means the user do not want to share with the organization

3. There are customers who are not members of any organization

So automatization is not so easy...you need an AI :)

Better solution was for us to use Insight as a CRM system and connect all customer portal user to an Insight object and for that you can create filters and reports.

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