Name of Feature/Request: Modify Requestor Field during Task Creation
What financial, time savings, or quality of life improvements will occur from this: Frequency: Relatively often across multiple customer | Support will receive a task from the primary contact, though the primary contact is submitting on behalf of a user.
We’ve tried having the primary add things like “Work with [user]” or "change requestor to [user]
It seems this gets overlooked quite often and consultants will continually reached out to the primary contact to troubleshoot the user’s issue. Mostly happens when consultants are new but its been a reoccurring issue for companies like VHA. I would imagine a feature like this should only be given to contacts with the “Full Access” permissions. Here’s a screenshot of the page I’m referring to:
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Adding to the task title or “what is the issue” field or sending tasks to AM before going to support team
StrivenID: 4918912