CRM Module (Ticketing)

Ticketing

How to create Ticket Groups
Introduction Each agent on the CRM module must be allocated to a Group. This group can be a specific function in your business process e.g. manual captu...
Tue, 9 Feb, 2021 at 2:39 PM
How to create Ticket Agents
Introduction Agents are the employees who will be attending to the tickets. You need to create a Ticket Agent role for each person who require access to...
Tue, 9 Feb, 2021 at 4:31 PM
How to setup Ticket Preferences
Introduction Ticket preferences are setup up per instance. The function allows for default rules that will be applied to the tickets for your specific i...
Wed, 17 Feb, 2021 at 12:56 PM
How to setup Ticket SLAs
Introduction Ticket SLAs (Service Level Agreement) are setup up per instance. Administrators have the ability to setup a First Response SLA and a Resolu...
Fri, 19 Feb, 2021 at 11:48 AM
How to create a Contact
Introduction In the CRM module we make use of a Contacts list to link tickets to the applicable person requesting the task. This allows for re-use of co...
Fri, 19 Feb, 2021 at 1:25 PM
How to create a Ticket
Introduction A ticket represents a specific task that needs to be completed. The CRM module provides a platform to manage and track these tasks electron...
Fri, 19 Feb, 2021 at 12:27 PM
How to create a Company
Introduction In the CRM module we make use of a Contacts list to link tickets to the applicable person requesting the task. In addition to the contact, ...
Fri, 19 Feb, 2021 at 1:27 PM