| This manual is deprecated. Please visit https://groupoffice.readthedocs.io for the latest documentation. |
Difference between revisions of "Tickets"
(→Customizing the create ticket page) |
(→Creating a ticket) |
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| Line 29: | Line 29: | ||
=Creating a ticket= | =Creating a ticket= | ||
| − | To create a ticket you don't need to be | + | 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 a Group-Office user | ||
#You are NOT a Group-Office user | #You are NOT a Group-Office user | ||
| Line 38: | Line 38: | ||
==As a Group-Office user with access to the tickets module== | ==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" | + | 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. | |
| − | If you are | + | |
You don't need to use the external webpage. | 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. | |
| − | + | ||
| − | If you click on that link then the browser will open a new window (or tab) and you need to log in to Group-Office to view the ticket. | + | |
==As guest without access to Group-Office== | ==As guest without access to Group-Office== | ||
| − | [[Image:Uncheck_login_required.png|right|thumb| | + | [[Image:Uncheck_login_required.png|right|thumb|Uncheck login required]] |
| − | [[Image:Alternate_url.png|right|thumb| | + | [[Image:Alternate_url.png|right|thumb|Alternate url]] |
| − | If you are NOT | + | 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. | |
| − | After you have created a ticket an email will be send to the | + | |
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. | 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. | So for this case you don't need to log-in to Group-Office. | ||
| − | |||
'''Note''': The system administrator needs to do 2 things: | '''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) | * 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) | *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) | ||
Revision as of 13:56, 18 July 2012
Contents
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.
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.
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)
