Round Robin Assignment
Round Robin Assignment Extension For VTiger by VTExperts – New Release
January 10, 2019
Article
There are two ways in VTiger to assign users to Tickets, Leads, Opportunities etc. One would be to assign a user manually to a record. The other is to automated the assigning of records on the basis of conditions configured in the settings area. The second method is possible using our new extension Round Robin Assignment for VTiger. Round Robin Assignment The VTExperts Round Robin Extension automatically assign users to tickets, leads (or any other module). Round Robin Policy configuration consists of a trigger field e.g. “Ticket Status”, value (Unassigned Value) that will identify any unassigned tickets e.g Status is “NEW” and value (Assigned Value) that will be used to update ticket when it’s assigned e.g Status is “Open”. You can set the automation to run for only online users or do not distinguish at all. The configuration panel lets you setup the conditions. You can select module, status field
Assign Records (via round robin) To Online Users Only In VTiger 7
August 10, 2018
Article
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
Enable Round Robin Assignment In VTiger 7
August 10, 2018
Article
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