Auto Close a CTA using unique identifyers/Tags
None
I use the unique identifier check box when creating my CTA to allow me to create multiple CTAs that use the same reason and type for the same customer. I see there is an option to "open" or "close" CTA when you are setting up the CTA with the rule. It would be wonderful if we had some sort of filter criteria that looked for a unique identifier in the CTA name or comments that would then trigger that CTA to close. For instance I use the "@" to put in the case number in the name of the CTA and when that case is closed it would be nice to have that CTA rule run to auto close the CTA with some default info or other tags i have configured.
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Do you have the case ID or case name after "@" to identify the case exactly?
Ex: CTA name "CTA for Case @1234" and you want to close the same? Or do you want to grab all the CTA's with mentions of 1234?
Thanks for asking. Will wait to see how many more requests on the same.