Difference between revisions of "Support Departments"
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* The Clients Only option defines if it's a clients only department thereby requiring a login to submit there - for example Sales would be a public department while Support might be set to clients only. | * The Clients Only option defines if it's a clients only department thereby requiring a login to submit there - for example Sales would be a public department while Support might be set to clients only. | ||
* The Pipe Replies Only option requires clients to login to the client area to open new tickets, attempts to open new tickets via email will not be successful. Tickets can still be responded to via email. | * The Pipe Replies Only option requires clients to login to the client area to open new tickets, attempts to open new tickets via email will not be successful. Tickets can still be responded to via email. | ||
| − | * | + | * The No Autoresponder option prevents the autoresponder message for new tickets from being sent out. |
| + | * The Hidden option ensures that the support department does not show on the client area and can only be accessed via a direct link. | ||
==Assigning Staff to a Department== | ==Assigning Staff to a Department== | ||
Revision as of 13:18, 28 August 2018
Support Departments are the categories for tickets. The first step in the user ticket submission process is to choose their department. Different staff can be assigned to different departments so you can have the different areas handled by different people if required. Common departments are Sales, Support, Billing etc...
More information on the Support Ticket system can be found at Support Tickets
Creating a Department
- To setup departments, go to Setup > Support Departments and click Add New Department.
- When creating a department you can enter a name and description to display to users. The email address will be used to send notifications relating to the ticket to clients.
- The Clients Only option defines if it's a clients only department thereby requiring a login to submit there - for example Sales would be a public department while Support might be set to clients only.
- The Pipe Replies Only option requires clients to login to the client area to open new tickets, attempts to open new tickets via email will not be successful. Tickets can still be responded to via email.
- The No Autoresponder option prevents the autoresponder message for new tickets from being sent out.
- The Hidden option ensures that the support department does not show on the client area and can only be accessed via a direct link.
Assigning Staff to a Department
After creating a department, you need to assign yourself and other staff to it as appropriate, this enables you to define which staff can see certain messages. So for example you can have dedicated billing staff who can only see tickets in the billing department.
Navigate to Setup > Administrators and edit the staff profiles, tick the appropriate department checkbox to enable them to access that department in Support > Support Tickets.
Email Piping
Emails from users can be configured to automatically import into the ticket system as tickets, this is called Email Piping, please refer to the Email Piping documentation for configuration instructions.