Difference between revisions of "Clients:Tickets Tab"

From WHMCS Documentation

(Overview)
(Search/Filter)
 
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<br/><br/>{{Client Management}}
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{{Client Management}}
  
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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>
 
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==Overview==
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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'''.
 
 
 
The '''Tickets Tab''' is accessible via the '''Clients >> View/Search Clients''' page. Select a client then click on the tab marked '''Tickets'''. The Tickets Tab contains a historical and paginated view of the  clients tickets. This also shows ticket statistics and the ability to search in real time as well as open a ticket for the client.
 
  
 
==Actions==
 
==Actions==
  
 
===Open New Ticket===
 
===Open New Ticket===
The [[Clients:Summary_Tab#Open_New_Support_Ticket|Open New Ticket]] action button will open a new ticket associated with the client's account.
 
  
This button is in the top right corner of this page.
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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]]
 
[[File:Client_tickets_tab.png|500px]]
  
 
===Search/Filter===
 
===Search/Filter===
The '''Search''' field will allow you to search the clients tickets with results that appear in real time.
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'''Search''' will allow you to search the clients' tickets with results that appear in real time.
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[[File:Filter_results.png|500px]]
  
 
You can search by a different values such as:
 
You can search by a different values such as:
*Text within the Subject
 
*Statuses tickets are in
 
*Dates
 
*Departments
 
  
The search filtering will only search the data you can see on the page. This will not search the contents of the ticket body messages for matching.
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* Ticket subject
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* Ticket status
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* Dates
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* Departments
  
[[File:Filter_results.png|500px]]
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This will not search the contents of the ticket body messages for matching.
  
 
==Statistics==
 
==Statistics==
Here you will see statistics panels at the top of the page with data for the clients activity about tickets.  
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The statistics panels at the top of the page display data for the client's ticket activity.
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[[File:Tickets_stat_panels.png|500px]]
  
 
This is a quick way to check for tickets in the following areas:
 
This is a quick way to check for tickets in the following areas:
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*Opened This Month
 
*Opened This Month
 
*Opened Last Month
 
*Opened Last Month
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*Opened Last Year
 
*Opened Last Year
  
This can be handy for developing patterns and trends of ticket handling for admin staff.
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This can help you identify patterns and trends related to the support level provided to clients.
 
 
[[File:Tickets_stat_panels.png|500px]]
 

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.

Client tickets tab.png

Search/Filter

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

Filter results.png

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.

Tickets stat panels.png

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.