Difference between revisions of "Clients:Tickets Tab"
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{{Client Management}} | {{Client Management}} | ||
| − | + | 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. | |
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You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''. | You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''. | ||
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===Open New Ticket=== | ===Open New Ticket=== | ||
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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=== | ||
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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: | ||
| − | * | + | |
| − | * | + | * Ticket subject |
| − | *Dates | + | * Ticket status |
| − | *Departments | + | * Dates |
| + | * Departments | ||
This will not search the contents of the ticket body messages for matching. | This will not search the contents of the ticket body messages for matching. | ||
| − | + | ==Statistics== | |
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| + | The statistics panels at the top of the page display data for the client's ticket activity. | ||
| − | + | [[File:Tickets_stat_panels.png|500px]] | |
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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 | + | This can help you identify patterns and trends related to the support level provided to clients. |
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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.