Difference between revisions of "Clients:Tickets Tab"

Latest revision as of 19:51, 12 May 2022

In WHMCS 7.5 and later, the Tickets tab contains a historical and paginated view of the client's tickets. This also shows ticket statistics and the ability to search in real time as well as open a ticket for the client.

You can access this tab when you view a client's profile at Clients > View/Search Clients.

Actions

Open New Ticket

Clicking Open New Ticket in the top-right corner opens a new support ticket for the client's account.

Search/Filter

Search will allow you to search the clients' tickets with results that appear in real time.

You can search by a different values such as:

Ticket subject
Ticket status
Dates
Departments

This will not search the contents of the ticket body messages for matching.

Statistics

The statistics panels at the top of the page display data for the client's ticket activity.

This is a quick way to check for tickets in the following areas:

Opened This Month
Opened Last Month
Opened This Year
Opened Last Year

This can help you identify patterns and trends related to the support level provided to clients.

@@ Line 1: / Line 1: @@
-<br/><br/>{{Client Management}}
+{{Client Management}}
-<div class="docs-alert-info">
+In WHMCS 7.5 and later, the '''Tickets''' tab contains a historical and paginated view of the client's tickets. This also shows ticket statistics and the ability to search in real time as well as open a ticket for the client.
-<p align="center">This page describes a feature added in the 7.5 branch of WHMCS.</p>
-</div>
-==Overview==
+You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
-The Tickets Tab is accessed via the '''Clients > View/Search Clients''' page by selecting a client, then clicking the tab marked '''Tickets'''.  The '''Tickets Tab''' contains a historical list view of the specific clients tickets along with ticket statistics and the ability to search real in real time and open a ticket for the client.  This page will describe the various options and statistics displayed on the '''Tickets Tab'''. [[File:Client_tickets_tab.png|thumb|Client Tickets Tab]]
 ==Actions==
 ===Open New Ticket===
-The first action you have available to you is the '''Open New Ticket''' action button which is located in the top right corner of the tab view page.  This will open up a page to create a new ticket for the client just like if you would follow the link from the [[Clients:Summary_Tab#Open_New_Support_Ticket|Open New Support Ticket]] link on the Client Summary tab under Other Actions.
+Clicking '''[[Clients:Summary_Tab#Open_New_Support_Ticket|Open New Ticket]]''' in the top-right corner opens a new [[Support Tickets|support ticket]] for the client's account.
+[[File:Client_tickets_tab.png|500px]]
 ===Search/Filter===
-Right below the statistics panels, there is a search field that you can utilize for searching of the related clients tickets with results that change in realtime.  You can search by a multitude of different things such as text within the '''Subject''', different '''Statuses''' tickets are in, dates, the department, etc. [[File:Filter_results.png|thumb|Ticket Tab Search/Filter Results]] Currently the search/filtering only searches the data you can see on the page, meaning that the search/filter field does not search the contents of the ticket body messages for matching.
+'''Search''' will allow you to search the clients' tickets with results that appear in real time.
+[[File:Filter_results.png|500px]]
+You can search by a different values such as:
+* Ticket subject
+* Ticket status
+* Dates
+* Departments
+This will not search the contents of the ticket body messages for matching.
 ==Statistics==
-On the '''Tickets Tab''' you will see statistics panels at the top of the page with data for the clients activity regarding tickets.  You have a quick way to check for tickets opened this month, tickets opened last month, all tickets opened within the calendar year and then all tickets opened within the previous calendar year.  This can be handy for developing patterns and trends of ticket handling for admin staff. [[File:Tickets_stat_panels.png|thumb|Ticket Tab Statistics Panels]]
+The statistics panels at the top of the page display data for the client's ticket activity.
+[[File:Tickets_stat_panels.png|500px]]
+This is a quick way to check for tickets in the following areas:
+*Opened This Month
+*Opened Last Month
+*Opened This Year
+*Opened Last Year
+This can help you identify patterns and trends related to the support level provided to clients.

Documentation