Within Teamwork Desk, you can use third party forwarding to connect your third party vendors into a ticket without giving them direct contact to your customers.
Tickets cannot be forwarded to email addresses that are already being used as inbox addresses in your Desk site as this would create a duplicate of the ticket in multiple inboxes. It is also not possible to forward tickets to addresses that are already being used as a Desk alias.
As an alternative to forwarding a Desk ticket, you may consider:
Forwarding a ticket
When you are viewing a ticket you will see a third tab called Forward where you can add in the e-mail address of the third party that you wish to send the ticket to, then type your message as you normally would.
When you send out the ticket, the recipient will receive the ticket along with all of the previous messages in the thread unless you check the Exclude ticket history option before sending.
When the vendor replies to the email, your customer will not be notified and the message will appear in your Teamwork Desk account as a note. Notes are never visible to the customer.
Ticket limits and attachments
sizes are limited
for a ticket is
- Most file types are
long as they
the 20MB total
limit for the
from previous messages in the
ticket will be added as links into
the body of the message. These
files will be available download
by anyone with the link and expire
after 30 days.
For inboxes that have an email signature enabled, the signature will be included by default when forwarding a ticket.
You can view the signature using the three dots to expand the hidden content.
Responses to forwarded messages
When a third party replies to a message forwarded from Teamwork Desk, their response will be added as a blue note on the source ticket.
At the top of the note, you will see a reference to the response being to a forwarded ticket.
Advanced security restrictions
If the private notifications option is enabled in your Advanced Security settings, forwarding will be disabled for all tickets on your site.
Note: This advanced security feature is only available on Premium and Enterprise subscriptions.