HelpSpot Help Desk Software | HelpSpot Blog | HelpSpot Support

Pending status with automatic reminders


#1

Hi,

one (and maybe the only) feature we like about our old ticket system (which will be kicked out the door soon) is the ability to set a ticket status to “pending” and specify a date for a reminder (e.g. in order to follow-up).

So far I haven’t found this feature in HelpSpot. I tried to implement this as a trigger:
I generated a new status “pending” but was unable to trigger the “reminder” function.

Is there another way to implement such (or similar) function?


#2

Hi Harald,

You should be able to do this by adding a custom “date” field so then you can set a status with a date. Then you can have an automation rule that runs dails and says if status is X and date is today do xyz.


#3

Thanks for both advices!