• Nikolai Filipov
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1) We are using the followoing merge field to quote full names of customers -- {!Contact.Name}.

I need to know how to quote Support Case person assigned full names via the same format. This will then be used in macros too.

For example, let's say we have TWO support persons -- John Smith and Joe Peters. The field I seek should write "John Smith" (w/o the quotes) if case owner is that support person.

2) Where can I see the full possible list of merge fields that are child fields of the Case object?
I.e. {Case.CaseNumber} and so on.

3) Where can I see a full list of fields avaibale for Customer(s) object?

We have issues with our macros, which were manually migrated by me from old Desk.com system into NEW Desk Cloud Lightning system.
In the macro editors, as well as Macro details view, everything seems fine - there are newlines, URLs/links are clickable/etc.

However, if somebody of our team - me or my colleagues - tries to use any macro in a Case, the macro pastes a VERY long 1 line/1 paragraph of text - NO newlines, no clickable URLs - it seems to paste it as plain text.

How can we fix this?

Also, does it need fixing all macros 1 by 1, or is there a way to fix them all at once?

1) We are using the followoing merge field to quote full names of customers -- {!Contact.Name}.

I need to know how to quote Support Case person assigned full names via the same format. This will then be used in macros too.

For example, let's say we have TWO support persons -- John Smith and Joe Peters. The field I seek should write "John Smith" (w/o the quotes) if case owner is that support person.

2) Where can I see the full possible list of merge fields that are child fields of the Case object?
I.e. {Case.CaseNumber} and so on.

3) Where can I see a full list of fields avaibale for Customer(s) object?

We just started using Case management for our Support group.   One of the issues they've raised is related to closing a case.  They don't want have to seperately click 'Send an Email' to send the customer a case closing message then click 'Close Case' to close the case.  They would like a button on the Email page layout called 'Send and Close Case' that would send the email then open the standard 'Close Case' page.  Can anyone suggest how I would go about doing that?

 

Thanks & Regards,

Jeff

We just started using Case management for our Support group.   One of the issues they've raised is related to closing a case.  They don't want have to seperately click 'Send an Email' to send the customer a case closing message then click 'Close Case' to close the case.  They would like a button on the Email page layout called 'Send and Close Case' that would send the email then open the standard 'Close Case' page.  Can anyone suggest how I would go about doing that?

 

Thanks & Regards,

Jeff