Why is this important?
Client-facing teams in your organization can easily add customers to feedback and requests and change priorities on their behalf. This is perfect for account-managed SaaS business and those that have a lot of customer contact over the phone.
How to change customer priorities
Use the search bar at the top to search for the relevant user's name.
Alternatively, find them by selecting "Customers" from the left-hand navigation.
Then select the customer account from the list.
Scroll down to the "Users" panel and select the relevant user.
Once you've found the user, click on the "Edit" button on their profile.
Change the priority of the request(s) using the sliders. It will save automatically.
Comments
1 comment
Dear receptive team,
The ability to prioritise on behalf of clients is no longer available.
Is this temporary, have you made any change on this feature?
Thanks in advance,
Arnaud
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