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This can be the Title or Subject of the Ticket.

Ticket Toolbar

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  • New - Click this to create new Ticket.
  • Save - Click this to Save the Ticket but will not actually send email notification.
  • Undo - Undo any changes since the last save.
  • Duplicate- This will create new Ticket copying the Customer Details and Ticket Details from the current opened Ticket. 

    Note

    Duplicate will not be available to customers.

  • Attach File-  Clicking this will open Attachments tab and will allow the user to attach any file related  to the Ticket.

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  • Assign To - Clicking this will open the Assign Ticket.
  • Customer- When clicked, this will open the Customer screen.This is not available on Customer Contact login.
  • Contact -This will open the specific Customer Contact screen selected on the Ticket. This is not available on Customer Contact login.
  • Watch - This will open the Watch Ticket screen.
  • Print - This will open the Report Selection screen that will Print Ticket Details and Hours Worked.
  • Escalate - This will allow an agent  or customer contact to escalate a ticket and it will automatically send an email to the appropriate agent(s)\
  • Close Ticket/Reopen Ticket - This will change the status of the ticket to close or reopen. An email will be generated to the customer and agent for this ticket change.

 

Customer Details

  • Customer -  This is the Name field in the Customer screen.
  • Contact - This is the Full Name of selected Customer Contact screen.
  • Phone -  This is the Phone field set up in the  Customer Contact screen.
  • Mobile - This is the Mobile field set up in the  Customer Contact screen.
  • Timezone - This is selected  Timezone  in the Customer Contact screen.
  • SLA Plan - The Service Level Agreement Plan  set up in Customer screen | Setup tab | Help Desk.
  • Reply Due- Displays the number of Days, Hours and Minutes before a Ticket is due based on the SLA Plan. This time will reset after each reply from an agent.

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