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Round Robin now Supports Groups as well

Categories
  • vTiger 7
  • vTiger Tweaks
Tags
  • Add-on
  • Assignment
  • automation
  • crm
  • customization
  • Feature
  • integration
  • Management
  • Record assignment
  • round robin
  • Tickets
  • VTExperts
  • vTiger
  • vtiger CRM
  • vTiger features

Round Robin is  great extension, which is used to assign tickets/records to the users. Now, VTExperts Round Robin supports groups as well

How to assign a record to the group

Following is the method to assign a record to the group

  • Go to the Settings
  • Choose Extension Pack
  • Choose Round Robin

Round Robin now supports groups as well

Click on “+ Add a New Round Robin”

  • Upon clicking following page will open

Round Robin now supports groups as well

Now, while assigning the members, you can assign groups as well. Previously it only supported individuals

 


 

Example

Let’s take an example and try to assign tickets to the groups instead of the individuals

  1. first configure a round Robin policy for the tickets and make sure to select groups in members field

Round Robin now supports groups as well

2. Now take tickets which are unassigned. In this example, the tickets with open status are unassigned

3. Now trigger the scheduler for round robin
Once the round robin scheduler is executed, the tickets will be assigned to the member (i.e. groups & individuals). In this example the tickets are assigned to the groups. Status column shows “In-progress” and in Assigned to column it can be seen that they are assigned to groups.

 


 

Note: The following two highlighted features do not work, when groups are used to assign records

 

Next Article: Configuring SMTP using App-Password

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