Clients:Tickets Tab

From WHMCS Documentation

Revision as of 18:55, 22 February 2018 by Chance (talk | contribs)




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.
Client Tickets Tab

Actions

Open New Ticket

The first action you have available to you is the Open New Ticket action button which is located in the top right corner of the tab view page. This will open up a page to create a new ticket for the client just like if you would follow the link from the Open New Support Ticket link on the Client Summary tab under Other Actions.

Search/Filter

Right below the statistics panels, there is a search field that you can utilize for searching of the related clients tickets with results that change in realtime. You can search by a multitude of different things such as text within the Subject, different Statuses tickets are in, dates, the department, etc.
Ticket Tab Search/Filter Results
Currently the search/filtering only searches the data you can see on the page, meaning that the search/filter field does not search the contents of the ticket body messages for matching.

Statistics

On the Tickets Tab you will see statistics panels at the top of the page with data for the clients activity regarding tickets. You have a quick way to check for tickets opened this month, tickets opened last month, all tickets opened within the calendar year and then all tickets opened within the previous calendar year. This can be handy for developing patterns and trends of ticket handling for admin staff.