Ask question for Ticket Tag based on Payment Method

Hi all,

I’m trying to have Samba ask a question for a ticket tag when a specific payment type is selected. I’ve seen tutorials including questions with buttons but haven’t seen any with a text input field for a ticket tag.

We have a widely used payment type of Bank transfer and I want to record Bank account name of the customer for easier cross checking with bank statements. Is there a way to make the question pop up when bank transfer is selected as payment method, and ask for the bank account name?

This should get you going.

2020-06-11_07;26_1591882018_Samba.Presentation
2020-06-11_07;27_1591882034_Samba.Presentation

Or you can add the information to the ticket log:

2020-06-11_07;48_1591883296_Samba.Presentation
2020-06-11_07;48_1591883310_Samba.Presentation

Report details:

[Bank Transfer Customer Information:1,2,2,4]
>No.|Date|User|Details
{REPORT TICKET LOG DETAILS:L.TicketNo,L.DateTime,L.UserName,L.Log:L.Category = "Customer Name"}

2020-06-11_07;54_1591883648_Idle

2 Likes

This is it!! Thank you so much! :smiley:

By the way is the ticket log the one in this tutorial?

Yup yup!

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