Support module settings
List of paragraphs:
Departments
Indicate Responsible department when creating new ticket:
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- To create departments, choose Setup -> Support -> Departments and click New record:
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- Insert details.
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- To enable automatic tickets, indicate Department email, IMAP username, IMAP host, Password, Encryption. It is enough to indicate email at least for one of the departments.
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- Save information. Automatic tickets will be created only from unread emails.
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- To edit or delete department value, use Options:
Predefined replies
Ticket can be responded with predefined reply:
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- To create predefined replies, choose Setup -> Support -> Predefined replies and click New predefined reply:
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- Describe reply:
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- Save. Predefined reply could be used for rapid response to customer.
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- To edit or delete predefined reply, use Options:
Ticket priority
When creating a ticket, select priority:
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- To create new priority, choose Setup -> Support -> Ticket priority and click New priority.
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- Insert details and save.
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- To edit or delete priority value, use Options:
Ticket statuses
When a new ticket is created, its status is Open. Later you can update status:
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- To create new status, select Setup -> Support -> Ticket statuses and press New ticket status.
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- Insert details and save.
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- To edit status, use Options:
Services
Indicate service when creating new ticket:
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- To create services, use Setup -> Support -> Services -> New Service.
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- Insert information and save.
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- To edit or delete, use Options menu:
Spam filters
Spam filters allow to indicate parameters in which cases automatic ticket should not be created. Go to Setup -> Support -> Spam filters.
Other settings
Setup -> Settings -> Tickets you will find more settings related to tickets. Indicate:
- Whether to use services;
- Who can access ticket;
- If all department members should receive notification about new ticket;
- If non staff members can access ticket and change status;
- Maximum ticket attachments.