Create alert or workflow rule for when a customer exceeds support allowance in a month
Create alert or workflow rule for when a customer exceeds support allowance in a month
I use the Reports feature of Zoho Support to generate monthly reports of the time our agents spend working on tickets for a given customer. We have a set amounts of hours (e.g. 10 hours/month) that our customers can use for support. Using reports I can quickly see a sum of the hours that a customer has used so far in a month, but I would like to automate a process so that if a customer has reached X number of hours of support in a month, an alert of some sort gets sent to me so that I'm aware. This would save me from having to click through all of our individual customer's reports to check on their usage.
Is this sort of functionality available in Zoho Support (or using any of the other custom Zoho modules if needed?)