Which employee to credit on resolved surveys?
Our REST integrations (ConnectWise, Autotask, and Zendesk) have 3 options to credit employees for resolved surveys based on how you run your MSP. We will describe these options below:
- The one who resolved the ticket - Only the employee who marked the ticket as resolved will receive credit. This configuration is the most popular:
- All employees who worked on the ticket - All employees who entered time on the ticket will receive credit. This configuration can credit more than 1 employee per ticket. MSPs that normally have more than 1 team member working a substantial part of the ticket prefer this configuration:
- Let the customer choose - This configuration is an extension to #2 above. The only difference is the end user can choose who to credit. The end user can choose more than 1 team member to credit: