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Creating a ticket

Image wngSuccessful ticket creation requires a defined ticket type category and parameter.

Image Scales2 User right for ticket creation can be set up either at the Modify User Page or the User Right Page under the element
[Custom script user rights :] Insert client ticket

Once a complaint is received, issuing a ticket is done via the main Customer Support Page.
 
From this page as accessible via Image c_Add-ons / Image s_Helpdesk and featured below, simply click on the Image z_New ticket button to choose the client that issued the complaint.
 
Once it is done, you will be brought back to the Customer Support Page and see the aforementionned button has changed into Image z_New_ticket_Smith_John (in this example) ; it leads to the New Ticket Page, which lists the client's main data, as well as a few other buttons.

Figure 8.1: The main Customer Support Page, ready to create a ticket for client John Smith.
Image GEN_HELPDESK
Click to enlarge...

Figure 8.2: The New Ticket Page displaying client information and allowing to pick ticket type parameter and to type a notification email to the issuing client.
Image NEW_TICKET

  • select a ticket type and a subsequent ticket parameter to assign to this ticket ; the request in the chosen example is a 'Customer' ticket, of the parameter 'Product' ;
  • ticking the Notification Email box allows you to send a mail to the client ; if so, the title menu will provide predefined notifications to choose from ;
  • Once you are done, finally click on the Image z_Create button ; this will definitely create your ticket, as well as leading you to the View Ticket Page.

Tickets can also be created when an Agenda appointment is added, provided that the corresponding agenda supports ticket assignment.


next up previous
Next: Creating tickets for other Up: Ticket purposes and basics Previous: Ticket purposes and basics