VIP Contacts, or Tagging Contacts

davesmith87

We have a client who has several VIP contacts. They pay an extra rate to get 24/7 support if needed (with a very short SLA). This is done on a per contact basis.

Within "Contacts" under a "Client" there should be a way to easily see all "VIP" clients. Maybe they get bumped to the top of the list.

Currently our helpdesk has to reference an excel file to see who a VIP is when a call comes in after hours (to find out if it's billable at the after hours rate or not)

johnny

Hi @davesmith87 We do something similar.

Currently Primary Contacts and contacts that are important are always sorted first then everyone else. Their name will be in bold.

You can also add notes to the contact for addional ways to handle them, sometimes we add little personal tidbits so we have something to talk about while doing an IT task.

davesmith87

I did not realize that. I know the primary contact was marked as important.

Maybe just getting a "star" next to the name would be a good enough indicator (aka a contact tag)….

Thanks Again for all your hard work.