Tickets
Description:
Tickets will be used to keep track of calls made by customers.
A screen will appear with all the tickets created and a search engine with different filters.
Fields:
Date / Incident Number: We will have to enter the date or incidence number to locate it in this way.
Status: A drop-down will appear to select the status.
Client: It will be shown in a drop-down list with all clients.
Priority: We will select which priority we have created, we want to filter.
Solved: We can select whether it is solved or not.
Department: You can filter by the department that has this ticket.
User: Likewise, it will be possible to filter by the user assigned to the ticket.
To create a Tickets, click on the button. And the following screen will appear:
Fields:
Show in customer panel: If we check this box, the ticket we are creating will appear in the customer panel (customer area).
Client data
Client: We will select on which client we are making the ticket.
Contract: We will choose the contract on which we are making the ticket.
Service: We will indicate the service of the contract.
Contact Telephone: It will be very important to enter the telephone number as well as press the validate button. If not, the ticket cannot be created. Once we do this, the button will appear
.
Assign a user
Department: We will select the department to which we want to assign the ticket.
Status: We can indicate the status of the ticket.
User: We will choose which user we want to assign this ticket to.
Send email? If we mark Department An email will be sent to the email that the department has established. If we mark Dept. Members, an email will be sent to all those users who are part of this Department (As long as they have mail indicated in the application). If we activate send email to User, an email will be sent to the user who has assigned the ticket.
Send Telegram? If we mark Department A Telegram message will be sent to the Telegram account with the established department. If we mark User, a message will be sent to User.
We can customize the message to be sent in the dropdown:
