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Add Team Notes as a Column choice

  • May 5, 2021
  • 10 replies
  • 37 views

mstruening

I use various filtered views to show the state of various threads (Unread, Unresolved, etc.) and in some cases, a customer has to open a support case.  I follow up on the case every few days to see if we have a resolution yet so I can share it back for posterity.

I document the case number in the Team Notes section.  I also have the Moderator Labels column enabled so I can see which case has an incident opened at a glance.  However, I have to then go into each topic to see the incident number since I can’t add a column for Team Notes.

Is this something on the roadmap?  I understand team notes can be HUGE, so showing only the first 10 characters (and hover over for the full) would be fine.

Thank you,

10 replies

daniel.boon
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  • Helper ⭐️⭐️⭐️
  • May 5, 2021

Thanks for sharing this idea @mstruening. Since team notes can indeed be large, this could be a bit tricky.

One recommendation I have is to try using a moderator tag for this purpose - these can already be shown as a column in the overview, and they aren’t visible to end users. Would that be a suitable workaround for you?


daniel.boon
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  • Helper ⭐️⭐️⭐️
  • May 5, 2021
Updated idea status NewOpen

mstruening
  • Author
  • Helper ⭐️
  • May 5, 2021

Thanks, @daniel.boon as always!

Correct me if I’m wrong, but wouldn’t I need to create a moderator tag for every case number that ever comes out of the community?


daniel.boon
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  • Helper ⭐️⭐️⭐️
  • May 5, 2021

Yes you would indeed have to create a moderator tag for each new case number - would that cause an issue?


mstruening
  • Author
  • Helper ⭐️
  • May 5, 2021

We create tens of thousands of cases a month :grin:

So far I have already followed up on a dozen or so, and we only just launched a few months back.

I would easily be creating hundreds of labels over the course of a year (if not more).


daniel.boon
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  • Helper ⭐️⭐️⭐️
  • May 5, 2021

Wow that’s a lot! Still, could you help me understand why would having hundreds of moderation tags would be a problem for you? :)


mstruening
  • Author
  • Helper ⭐️
  • May 5, 2021

I had another answer typed out, and said, “Let me go see where Moderator tags are stored first” and I can’t find them anywhere.

So I made a tag with my case number which seems to work.

Is there any issue with having hundreds (and eventually thousands) of them?

I imagine if I ever need to create common tags I may have issues finding them amongst this massive list.


daniel.boon
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  • Helper ⭐️⭐️⭐️
  • May 5, 2021

I can’t foresee an issue with this. Our team has a TON of moderator tags because of a Zapier integration I’ve set up with Slack (one for every topic that is created on inSpired). The filter on the moderation overview continues to work fine with it.

 


mstruening
  • Author
  • Helper ⭐️
  • May 5, 2021

Ok, cool!  Consider it a workaround, though the idea would still have value :sunglasses:


Daniele Cmty
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  • Helper ⭐️⭐️
  • May 22, 2023

Bump for this idea! :)