| This manual is deprecated. Please visit https://groupoffice.readthedocs.io for the latest documentation. |
Difference between revisions of "Tickets"
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| − | = | + | =Setting it up= |
| − | + | ==Defining types== | |
Ticket types categorize the tickets. For example you could define Sales, Printer problems, Server problems etc. You can define ticket types at: | Ticket types categorize the tickets. For example you could define Sales, Printer problems, Server problems etc. You can define ticket types at: | ||
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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. | 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. | In the administration window you can set various e-mail templates that are sent to customers when they create a new ticket. | ||
| − | + | ==Permissions== | |
You can control who is a ticket agent per ticket type. If a user has manage permissions on a ticket type he can see all of the tickets and may also claim them and reply to them. If you give a user any lower permission level, this user may only create and view it's own tickets. | You can control who is a ticket agent per ticket type. If a user has manage permissions on a ticket type he can see all of the tickets and may also claim them and reply to them. If you give a user any lower permission level, this user may only create and view it's own tickets. | ||
Revision as of 11:25, 30 July 2012
Contents
Setting it up
Defining types
Ticket types categorize the tickets. For example you could define Sales, Printer problems, Server problems 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.
Permissions
You can control who is a ticket agent per ticket type. If a user has manage permissions on a ticket type he can see all of the tickets and may also claim them and reply to them. If you give a user any lower permission level, this user may only create and view it's own tickets.
Bold tickets
Tickets show up in bold when the customer has created or replied to a ticket. It stays bold until you reply to the customer or close the ticket.
Creating a ticket
To create a ticket you don't need to be a user of Group-Office. So there are two scenario's.
- You are a Group-Office user
- You are NOT a Group-Office user
In the following sub-items these scenario's are explained.
As a Group-Office user with access to the tickets module
If you are a Group-Office user but don't have access to the ticket module then you must read the "As guest without access to Group-Office" section.
If you are a user of Group-Office and have access to the ticket module then you can create tickets in Group-Office itself.
You don't need to use the external webpage.
After you have created a ticket, an email will be send to the users' e-mail address with a link inside to the created ticket.
If you click on that link then the browser will open a new window (or tab) and you'll need to log in to Group-Office to view the ticket.
As guest without access to Group-Office
If you are NOT a user of Group-Office then you will need to use the external webpage to create a ticket.
After you have created a ticket, an email will be send to the users' e-mail address with a link inside to the created ticket.
If you click on that link then the browser will open a new window (or tab) and will show you a webpage where you can reply to the ticket.
So for this case you don't need to log-in to Group-Office.
Note: The system administrator needs to do 2 things:
- uncheck the "login required" checkbox for the "Ticket" page in the CMS module. (img: Uncheck_login_required)
- be sure that the "Use alternative URL" in the ticket module administration panel is also set to the url of the ticket page in the CMS system. (img: Alternate_url)
