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| − | The '''Support Ticket''' system is a fully featured ticket desk that allows you to handle all communication with your clients. It features threaded discussions, private notes, ticket flagging, varying priority levels, and automatic inactive ticket closure. You can assign Admins to specific departments, so that they only have access to their designated areas.
| + | ## Departments |
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| − | ==The Ticket List==
| + | Support departments help you categorize tickets. The first step in the user ticket submission process is to choose a department. You can assign different staff to different departments with different people handling the different areas. Sales, Support, and Billing are common departments. For more information about the Support Ticket system, see [[Support Tickets]]. |
| − | [[File:Support-tickets-view.png|thumb|The support ticket list]]
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| − | When a client submits a support ticket the appropriate members of staff assigned to that department will receive a '''New Support Ticket Opened''' email. To view the ticket, navigate to '''Support > Support Tickets'''.
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| − | This page displays all tickets that are in the '''Awaiting Reply''' status by default. The ticket order can be changed by clicking the table headings. To view only those tickets with a certain status, department or to search click the '''Search/Filter''' tab. The most-commonly-used status lists can accessed directly via '''Support''' in the navigation bar.
| + | ## Creating Departments |
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| − | The '''Auto Refresh''' feature reloads the ticket list automatically at frequencies ranging from every 1 minute to 15 minutes. This is configured via the '''Auto Refresh''' tab.
| + | To set up departments: |
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| − | There are several bulk tools on this page.
| + | # Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Support Departments''' ('''Setup > Support > Support Departments''' prior to WHMCS 8.0) and click '''Add New Department'''. |
| − | * Click '''Close''' to close tickets.
| + | # Enter a '''Department Name''' and '''Description''' to display to users. The system will use the email address to send notifications relating to the ticket to users. Make this unique for each department. |
| − | * Click '''Delete''' to delete tickets.
| + | # For '''Assigned Admin Users''', check the boxes for each admin who will have access to the tickets in this department. |
| − | * Click '''Merge''' to merge two tickets, with the older ticket merging into the newer ticket.
| + | # For '''Clients Only''', specify whether it's a clients-only department, which requires a login. For example, Sales would be a public department while you might set Support to clients only. |
| − | * Click '''Block Sender & Delete''' to delete tickets and add the sender's email to the '''Banned Emails''' list.
| + | # For '''Pipe Replies Only''', select whether to require users to log in to the Client Area to open new tickets. Attempts to open new tickets via email will fail, but users can still respond to tickets via email. |
| | + | # For '''No Autoresponder''', check the box to prevent sending an autoresponder email when a new ticket opens |
| | + | # For '''Feedback Request''', check the box to send an email request for a user to provide feedback for their support ticket experience. You can review the results of the feedback emails via the '''Ticket Feedback Scores''' and '''Ticket Feedback Comments''' reports. |
| | + | # For '''Hidden''', check the box to hide the department. Users can only access hidden departments via a direct link. |
| | + | # Optionally, if you want to use the POP3 import method, enter your '''Hostname''', '''POP3 Port''', '''Email Address''', and your email password. |
| | + | # Click '''Add New Department'''. |
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| − | A ticket starts in the '''Open''' status. This indicates that the client has not yet received a reply from a member of staff. After a reply, the status automatically changes to '''Answered'''.
| + | ## Custom Fields |
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| − | The status can also be changed manually from the view ticket screen, using the dropdown menu next to the ticket subject. A change in selection here is saved immediately using AJAX, without needing to reload the page. Custom statuses can also be created to help with management of tickets. See the [[Support Ticket Statuses]] section for more information.
| + | After you create a department, you can create '''[[Custom Fields]]''' to display during ticket submission. Click the '''Edit''' icon next to the department and then the '''Custom Fields''' tab. |
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| − | ==Merging Tickets==
| + | ## Email Piping |
| − | When using '''Merge''':
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| − | * A ticket will always merge into the earliest-opened ticket. This is the one with the lowest ID in the database. This is the same whether you merge from inside of a ticket or from the ticket list.
| + | You can automatically import email from users into the ticket system as tickets (Email Piping). For more information and configuration instructions, see [[Email Piping]]. |
| − | * Unless it already appears in the subject, the subject of the ticket will have '''[MERGED]''' appended in the client's language.
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| − | * The ticket status will take the status from the ticket that has received the latest reply.
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| − | * A ticket that has been merged into another ticket will not appear in the ticket list, but accessing an old ticket URL will redirect to the appropriate ticket.
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| − | * Replying to an old ticket via email will also redirect the reply to the appropriate ticket after the merge.
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| − | * If you are merging tickets from multiple clients together, the client that had the oldest ticket would see the merged ticket in their client area.
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| − | ==Splitting Replies==
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| − | [[File:Split-replies.JPG|thumb|Split Selected Ticket Replies]]
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| − | Sometimes it may be necessary to move specific replies out from one support ticket and into a new one. If the message contains an attachment, this will be carried across into the new ticket too.
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| − | To do this:
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| − | #Check the checkboxes in the top-right corner of the messages you wish to split into a new ticket.
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| − | #Scroll to the bottom of the page and click '''Split Selected Replies'''.
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| − | #In the prompt that appears, select a department, priority, and subject for the new ticket, and whether to send a new ticket notification.
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| − | #Click '''Submit'''.
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| − | To quickly return to the original ticket, click '''Other Tickets'''.
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| − | ==Admin Notes==
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| − | The '''Add Note''' tab allows private staff-only messages to be recorded against a ticket. Clicking the tab provides a new text area to enter the note. When you submit it, will add the note and display it to all other admins viewing the ticket along with the staff member's name and date and time. Customers do not get any notification of notes being added and cannot see them.
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| − | ===Staff Mentions===
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| − | Staff mentions allow you to "tag" other administrative users and trigger an email notification to them as a quick and easy way to alert them to the note you have just added. To use a staff tag in a ticket note, just type the <tt>@</tt> followed by the staff member's name.
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| − | For more information, see [[Staff_Mentions|Staff Mentions]].
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| − | ==Changing Associated Service==
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| − | <div class="docs-alert-info"><i class="fa fa-info-circle"></i> This section describes features available in version 7.10 and above.</div>
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| − | A client opening a ticket can select a related service, which will be highlighted when viewing the ticket via the admin area. Click '''Change Associated Service''' to change the service that a ticket is associated with. This is useful when a client doesn't choose a service when opening the ticket, or if a client chooses the wrong service. A change of associated service will be logged to the ticket log so all changes can be seen.
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| − | [[File:AdminTicketRelatedServiceManagement.png]]
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| − | When clicking '''Change Associated Service''', an AJAX call will fetch, if appropriate, the remaining services for a client if they aren't all displayed. If an admin user is already viewing all the services of a client on a ticket, an AJAX call will not take place.
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| − | [[File:AdminTicketRelatedServiceManagementEdit.png]]
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| − | ==View Security Question==
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| − | <div class="docs-alert-warning">
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| − | <span class="title">WHMCS 8.0</span><br/>
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| − | We added '''View Security Question''' in WHMCS 8.0.
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| − | </div>
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| − | To access a user's security question information, click '''View Security Question''' in the top-right corner of their reply to the ticket. This allows you to view, but not change, the user's '''Security Question''' and '''Security Answer'''.
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| − | If the user has not configured a question and answer at '''Hello, Name! > Security Settings''' in the Client Area, '''View Security Question''' will not display in their replies. Users cannot configure security questions until you add one or more questions at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Security Questions]]'''.
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| − | ==Custom Fields==
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| − | You can set up custom fields for support departments on a per department basis. Use this to suit a given department's specific needs. These fields display on the '''[[Custom Fields]]''' tab within the ticket. | |
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| − | ==Options==
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| − | The '''Options''' tab allows the attributes of the ticket to be modified. The department, subject, status, and priority can all be changed.
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| − | Sometimes it may be useful for additional people to receive copies of the email messages in this ticket. To do this, enter their email addresses in the '''CC Recepients''' field. Multiple recipients can be entered in a comma separated list (for example, <tt>jeff@example.com,bob@example.com</tt>).
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| − | To change the client a ticket is assigned to, adjust the '''Client ID'''. If the client's name, company, or email address is known, start typing this into the field. An AJAX list of the search results will appear. Click the appropriate client from the list to automatically fill in their '''Client ID'''.
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| − | When two tickets are merged, the messages from both tickets will be arranged chronologically. In '''Merge Ticket''', enter the '''Ticket ID''' of the ticket to be combined. The newer ticket is merged into the older ticket.
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| − | Flagging a ticket to another admin is useful if you want to bring the ticket to the attention of another staff member. Flagged tickets appear in a separate section at the top of the support ticket page to ensure they stand out from the main queue. The '''Support Ticket Flagged''' email will also be sent to the user. Flagging a ticket to oneself will not send the email.
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| − | ==Ticket Tags/Tag Cloud==
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| − | '''Ticket Tags/Tag Cloud''' is designed to link tickets that have a common item (for example, tickets that all report the same issue). You could use this to save a case ID from an external system (for example, if you wish to follow up with those tickets once it is marked as resolved). To find all the tickets linked to the tag, use the same name for the tag and then search by tag from '''Search/Filter'''. It should bring up the list of tickets linked to the tag.
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| − | ==Log==
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| − | The ticket log displays an audit trail of all the actions applied to this ticket. This includes department changes, tickets flaggings, adding of notes, changes of ownership, and status changes.
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| − | ==Opening a New Ticket==
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| − | [[File:Open-new-ticket.jpg|thumb|The open support ticket page]]
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| − | Staff can open support tickets from within the administration area by navigating to '''Support > Open New Ticket'''. There, enter the details of the recipient.
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| − | *If they are not a client, fill their name in the '''To''' field and the '''Email Address''' field.
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| − | *If they are a client, use the '''Client Search''' field to search by name, company, and email addresses. Clicking the client's name will automatically fill in the recipient's details.
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| − | If the client has contacts or sub-accounts configured, a '''Contacts''' menu will appear. If you wish the ticket message to be emailed to the contact, select their name from the menu. Select '''None''' to deliver it to the master account.
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| − | ==Automated Knowledgebase Article Suggestions==
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| − | [[File:Knowledgebase-suggestions.JPG|thumb|Suggesting Knowledgebase Articles]]
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| − | As a user enters a message for submission as a support ticket, WHMCS can lookup and display relevant articles that match keywords in the submission text. This can provide an answer to a user without them needing to ever submit the ticket. This is designed to help reduce common support questions. To enable or disable this, use '''Knowledgebase Suggestions''' in the '''Support''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
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| − | You will need at least 5 articles with 30 words in each before the suggestions start working. This uses MySQL full text searching for matches.
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| − | ==Ticket Reply Ratings==
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| − | [[File:Ticket_reply_rating.png|200px|thumb|right]]
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| − | Ticket reply ratings allow your customers to rate responses they receive on tickets in the ticket system. They also allow you to monitor customers' reactions to the support they receive from your staff. To enable the ticket rating feature, go to the '''Support''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. Then, check '''Support Ticket Ratings'''.
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| − | [[File:Ticket_reply_stars_admin.png|200px|thumb|right]]
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| − | When enabled, each reply in the client area will show a row of stars for the user to choose from in rating the response. They range from 1 being poor to 5 being excellent. Rating a reply is optional, so not every reply will get a rating. Ratings display when viewing the ticket in the admin area and there is also a report in the Reporting section that allows you to monitor these ratings:
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| − | '''Ticket Ratings Reviewer''' allows you to filter based on specific star ratings and within a given date range.
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| − | ==Feedback Request==
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| − | <div class="docs-alert-info">
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| − | The location of this functionality was changed in WHMCS 7.0.<br />
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| − | </div>
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| − | [[File:Feedback_request.png|200px|thumb|right]]
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| − | In WHMCS 7.0 and later, you can enable emails requesting a user to provide feedback for their support ticket experience on a per-department basis. On upgrading to WHMCS 7.0, if you have enabled '''Ticket Feedback''', it will be enabled by default for all existing departments. If you do not have it enabled, it will not be enabled for any departments automatically.
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| − | '''[[Support_Tickets#Departments|Feedback Request]]''' determines whether an email request will be sent for a user to provide feedback for their support ticket experience. The results of the feedback emails can be reviewed via the '''[[Reports#Ticket_Feedback_Scores|Ticket Feedback Scores]]''' and '''[[Reports#Ticket_Feedback_Comments|Ticket Feedback Comments]]''' reports.
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| − | ==Auto Closing==
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| − | This feature allows you to have support tickets automatically closed after a certain time of inactivity has passed. This only closes tickets set to '''Open''' or '''Answered'''. Tickets set to '''On Hold''' or '''In Progress''' are not closed.
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| − | To set the length of time of inactivity before closure, go to '''Support Ticket Settings''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' or, prior to WHMCS 8.0, '''Setup > Automation Settings'''. Then, enter the time in hours (for example, <tt>48</tt> indicates two days) in '''Close Inactive Tickets'''.
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| − | When closing the ticket, WHMCS sends a '''Support Ticket Auto Close Notification''' email to the user. You can customise that email in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Email Templates''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.
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| − | ==Automated Escalations==
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| − | The status, department, and priority of a ticket can be changed automatically after a set time. For more information, see [[Support_Ticket_Escalations|Support Ticket Escalations]].
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| − | ==Allowed File Attachments==
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| − | Support tickets and replies allow a file to be uploaded if the user needs to send you something or if you need to send the user something.
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| − | To configure the list of allowed file types, go to the '''Support''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. By default, the allowed file types are:
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| − | * Image files (<tt>.jpg</tt>, <tt>.gif</tt>, <tt>.jpeg</tt>, and <tt>.png</tt>)
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| − | * <tt>.pdf</tt>
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| − | * <tt>.zip</tt>
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| − | You can add additional types by adding them to the allowed extensions field in a comma-separated list. It is not possible to allow the user to upload PHP files due to the security risks this creates.
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| − | <div class="docs-alert-info">
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| − | <span class="title">Note</span><br/>
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| − | The file upload restrictions do not apply to admin users and an admin user can attach any type of file to a ticket.
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| − | </div>
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| − | ===Ticket Attachments===
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| − | Thumbnail previews of image attachments display beneath the ticket message if you enable them in the '''Support''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
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| − | [[File:attachment-thumbnails.png]]
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| − | <div class="docs-alert-info">
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| − | <span class="title">Note</span><br/>
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| − | Ticket attachments will not be forwarded to staff members in notification emails. This is to prevent potentially sensitive attachments being re-transmitted via email and reduce email bandwidth consumption.
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| − | </div>
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| − | ==Ticket Watchers==
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| − | Any admin-level user with access to view a support ticket can watch the ticket. Watching a ticket subscribes the admin user to email notifications of any replies, notes, or changes to the ticket options.
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| − | To watch a ticket, click '''Watch Ticket''' in the admin area ticket sidebar.
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| − | An email notification be generated for any of the following actions:
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| − | *A client or user posting a reply.
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| − | *Another admin user posting a reply.
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| − | *Another admin user posting a ticket note.
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| − | *A change of ticket options by another admin user.
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| − | *A ticket being assigned to your admin user.
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| − | *A closure of the ticket by the client or user.
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| − | For a full overview of support ticket notifications, including ticket watcher notifications, see [[Ticket Notifications]].
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| − | An admin user can unsubscribe from receiving notifications for a ticket at any time by clicking '''Unwatch Ticket'''. This is only visible in tickets that the admin user is currently watching.
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| − | ==Ticket Collision Detection==
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| − | Collision detection prevents you from replying to a ticket or making changes when the status of a ticket has changed since you originally opened it.
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| − | <div class="docs-alert-warning">
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| − | <span class="title">Example</span><br/>
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| − | You open the ticket at 10:45am. You begin to type a reply but, before you finish, you become distracted. You return to the ticket 15 minutes later. You submit your reply, not realising that, in the lapsed time, another member of staff has already replied to the ticket. The collision detection will alert you to this before sending the reply to the customer, avoiding the confusing extra reply.
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| − | </div>
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| − | You will receive a warning message if any changes have been made to a ticket when performing any of the following actions:
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| − | * Change of department.
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| − | * Change of assignment or flagged user.
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| − | * Change of priority.
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| − | * Change of status.
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| − | * Submitting a reply.
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| − | * Making a change to the ticket options.
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| − | The alert you receive will provide details about what has changed and ask you to confirm whether you wish to continue.
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| − | [[File:TicketCollisionDetectionModal.png]]
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| − | The following attributes of a ticket will trigger a collision detection warning:
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| − | * Department
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| − | * Ticket Subject
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| − | * Ticket Priority
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| − | * Assigned Client
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| − | * Assigned Admin User
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| − | * CC Recipients
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| − | * Last Reply Time
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| − | * Ticket Status
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Support departments help you categorize tickets. The first step in the user ticket submission process is to choose a department. You can assign different staff to different departments with different people handling the different areas. Sales, Support, and Billing are common departments. For more information about the Support Ticket system, see Support Tickets.
You can automatically import email from users into the ticket system as tickets (Email Piping). For more information and configuration instructions, see Email Piping.