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 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==
 ===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 the page.
+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===
-The '''Search''' field will allow you to search the clients tickets with results that appear in real time.
+'''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:
-*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.
+* Ticket subject
+* Ticket status
+* Dates
+* Departments
-[[File:Filter_results.png|500px]]
+This will not search the contents of the ticket body messages for matching.
 ==Statistics==
-Here you will see statistics panels at the top of the page with data for the clients activity about tickets.
+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
@@ Line 40: / Line 41: @@
 *Opened Last Year
-This can be handy for developing patterns and trends of ticket handling for admin staff.
+This can help you identify patterns and trends related to the support level provided to clients.
-[[File:Tickets_stat_panels.png|500px]]

Documentation