Adding an action to a CSI through a report

Siobhan,

Take a look at the Close Customer Service Issues Shared Report - Solution 173 on TASK:

Close Customer Service Issues Report
This utility report can be used to close a group of CSIs given at least a list and an
activity type. There are more options for filtering (including Perf/Pkg) as well as a
Review option.

______________________________________

Ryan Creps

Network Developer |Tessitura Network, Inc

Hi

I think I've asked this question before on Listserves but don't know whether I got a response - and if I did I've forgotten it!

I'm looking to run a report on a group of open CSIs that, once run, adds an action to the CSI and closes it. Is this possible? If so, can anyone share a script or any pearls of wisdom about how to do it?

Thanks

Siobhan

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You can probably strip out the activity type requirement from that report and make the requirement simply activity category.  Just a thought!

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Ryan Creps

Network Developer |Tessitura Network, Inc

Thanks Ryan

However, I need the report to run over a category rather than activity type as our activites are different brochures - this will then (in my mind!) print a different code on each label to indicate what brochure needs to be sent. It is probably just a case of rewriting that report myself.

Siobhan x

Have you looked at the standard CSI Information Request Labels utility?  It is designed to print mailing labels based on CSIs for things such as brochure requests and then close the CSIs.  It will select any CSI with the Information Request category.  And then you can use the CSI Activity to distinguish between different requested information, such as different types of brochures.  You can review the documentation on this report using this link:  http://www.tessituranetwork.com/~/media/Documentation/Reports/CSI_Information_Request_Labels.ashx

-Kevin

Oops, forgot to read through the entire thread before adding my post.  I didn’t mean to copy your good suggestion, Suzanne.  J