round robin assignment – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Mon, 13 Aug 2018 21:22:02 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Assign Records (via round robin) To Online Users Only In VTiger 7 https://www.vtexperts.com/assign-records-via-round-robin-to-online-users-only-in-vtiger-7/ https://www.vtexperts.com/assign-records-via-round-robin-to-online-users-only-in-vtiger-7/#respond Fri, 10 Aug 2018 21:20:36 +0000 https://www.vtexperts.com/?p=14231 Round Robin Assignment Extension for VTiger was designed to automatically assign users to tickets, leads (or any other module). The assignment is driven based on the condition configured in the policy area. Round Robin Policy configuration consists of a trigger field e.g “Ticket Status”.   How to Assign Records to Online Users Go to Menu > Round Robin Assignment. Click on the “New Round Robin Assignment” to create a new round robin rule.  Add a name for the Rule. Select the module. Select the status field on which this rule with trigger.  Select the unassigned status value. Select the assigned status value.  You can enable ticket to get assigned only to online users. Users can switch their Online/Offline status.   Select the Assignment type. Standard means each user will get same amount of tickets. You can enable “Assign Preferred User “. Means the ticket can be assigned to preferred users. Select all the users that you like to

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]]> https://www.vtexperts.com/assign-records-via-round-robin-to-online-users-only-in-vtiger-7/feed/ 0 Enable Round Robin Assignment In VTiger 7 https://www.vtexperts.com/enable-round-robin-assignment-in-vtiger-7/ https://www.vtexperts.com/enable-round-robin-assignment-in-vtiger-7/#respond Fri, 10 Aug 2018 02:43:45 +0000 https://www.vtexperts.com/?p=14220 Round Robin Assignment Extension for VTiger was designed to automatically assign users to tickets, leads (or any other module). The assignment is driven based on the condition configured in the policy area. Round Robin Policy configuration consists of a trigger field e.g “Ticket Status”.   How to Enable Round Robin Assignment Go to Menu > Round Robin Assignment. Click on the “New Round Robin Assignment” to create a new round robin rule.  Add a name for the Rule. Select the module. Select the status field on which this rule with trigger.  Select the unassigned status value. Select the assigned status value.  Select the Assignment type. Standard means each user will get same amount of tickets. You can enable “Assign Preferred User “. Means the ticket can be assigned to preferred users. Select all the users that you like to be part of this assignment policy.  Here is the list of existing assignments.  You can see in Ticket list view

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