This manual is deprecated. Please visit https://groupoffice.readthedocs.io for the latest documentation.

Difference between revisions of "Tickets"

From Group-Office Groupware and CRM Documentation
Jump to: navigation, search
(Customizing the create ticket page)
(Under construction)
Line 1: Line 1:
 
=Under construction=
 
=Under construction=
 +
 +
==Setting it up==
 +
 +
First you must make a decision about how users will report tickets. You can have the followin scenarios's:
 +
 +
#Customers don't have access and only ticket agents will enter tickets
 +
#Customers will go to the external page at http://your.domain/modules/tickets/extern/createticket.php
 +
#Customers will logon to Group-Office and only have read access to the tickets module (Recommended).
 +
 +
We recommend that users logon to Group-Office because then they have the rich and user friendly Group-Office interface to post and view their tickets.
 +
 +
===Defining types===
 +
Ticket types categorize the tickets. For example you could define Sales, Printer problems, Server probles etc. You can define ticket types at:
 +
 +
Administration -> Types
 +
 +
Per ticket type you can enable the option to send an e-mail to the ticket agents that have access to this type when a new ticket is created by a customer.
 +
 +
===E-mail templates===
 +
In the administration window you can set various e-mail templates that are sent to customers when they create a new ticket.
  
 
==Module permissions==
 
==Module permissions==
Line 5: Line 25:
  
 
==Customizing the create ticket page==
 
==Customizing the create ticket page==
 +
 +
This is only necessary if you don't want users to login to Group-Office.
  
 
You can customize the create ticket page by copying the folder:
 
You can customize the create ticket page by copying the folder:

Revision as of 13:39, 15 November 2010

Under construction

Setting it up

First you must make a decision about how users will report tickets. You can have the followin scenarios's:

  1. Customers don't have access and only ticket agents will enter tickets
  2. Customers will go to the external page at http://your.domain/modules/tickets/extern/createticket.php
  3. Customers will logon to Group-Office and only have read access to the tickets module (Recommended).

We recommend that users logon to Group-Office because then they have the rich and user friendly Group-Office interface to post and view their tickets.

Defining types

Ticket types categorize the tickets. For example you could define Sales, Printer problems, Server probles etc. You can define ticket types at:

Administration -> Types

Per ticket type you can enable the option to send an e-mail to the ticket agents that have access to this type when a new ticket is created by a customer.

E-mail templates

In the administration window you can set various e-mail templates that are sent to customers when they create a new ticket.

Module permissions

Only a member of the "Admins" user group can administrate this module. Users who have manage permissions can respond to, delegate and close tickets. Users with only "Use" permissions on the module can create tickets and view their own tickets only.

Customizing the create ticket page

This is only necessary if you don't want users to login to Group-Office.

You can customize the create ticket page by copying the folder:

modules/tickets/extern/template

to a custom folder outside Group-Office.

then add the following line to config.php:

$config['tickets_template_path']="/path/to/custom/template/folder";