Difference between revisions of "Clients:Tickets Tab"

From WHMCS Documentation

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===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 the 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.
  
 
You can search by a different values such as:
 
You can search by a different values such as:
*Text within the Subject
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*Statuses tickets are in
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* Ticket subject
*Dates
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* Ticket status
*Departments
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* Dates
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* 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.
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==Statistics==
 
==Statistics==
Here you will see statistics panels at the top of the page with data for the client's activity about tickets.
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 +
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:
 
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

Revision as of 19:46, 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.

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.

Filter results.png

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 be handy for identifying patterns and trends related to the support level provided to clients.

Tickets stat panels.png