Difference between revisions of "Clients:Tickets Tab"
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==Overview== | ==Overview== | ||
| − | 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 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'''. |
==Actions== | ==Actions== | ||
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This button is in the top right corner of this page. | This button is in the top right corner of this page. | ||
| + | |||
| + | [[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. | |
| + | |||
| + | 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. | ||
| + | |||
| + | [[File:Filter_results.png|500px]] | ||
==Statistics== | ==Statistics== | ||
| − | + | Here you will see statistics panels at the top of the page with data for the clients activity about tickets. | |
| + | |||
| + | 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 developing patterns and trends of ticket handling for admin staff. | ||
| + | |||
| + | [[File:Tickets_stat_panels.png|500px]] | ||
Revision as of 20:24, 22 February 2018
This page describes a feature added in the 7.5 branch of WHMCS.
Overview
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.
Actions
Open New Ticket
The 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.
Search/Filter
The Search field will allow you to search the clients tickets with results that appear in real time.
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.
Statistics
Here you will see statistics panels at the top of the page with data for the clients activity about tickets.
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 developing patterns and trends of ticket handling for admin staff.
