Ticket Management: Difference between revisions
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=Page Status: in Beta (Work in Progress)= | =Page Status: in Beta (Work in Progress)= | ||
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This document covers new concepts and features regarding Ticket Management introduced with the release of CommitCRM version 5.3. The main features are new features include new Ticket navigation, new Ticket Inbox view and enhanced email correspondence management. | This document covers new concepts and features regarding Ticket Management introduced with the release of CommitCRM version 5.3. The main features are new features include new Ticket navigation, new Ticket Inbox view and enhanced email correspondence management. | ||
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* Charges – Charges logged for this Ticket for work, expenses and parts. | * Charges – Charges logged for this Ticket for work, expenses and parts. | ||
* Messages – Internal CommitCRM messages between employees, linked to this Ticket. | * Messages – Internal CommitCRM messages between employees, linked to this Ticket. | ||
* Email Correspondence – All email communication performed for this Ticket (see more details in Email | * Email Correspondence – All email communication performed for this Ticket (see more details in [[#Email_Correspondence|Email Correspondence]]). | ||
* Documents – Files linked to this Ticket. | * Documents – Files linked to this Ticket. | ||
* History – All of the activity performed for the Ticket – updates audit, done appointments and tasks, history notes, emails, documents, etc. | * History – All of the activity performed for the Ticket – updates audit, done appointments and tasks, history notes, emails, documents, etc. | ||
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Each Tab shows relevant linked information, and most data can be accessed directly from the Ticket by right-clicking the relevant object or simply double-clicking it. | Each Tab shows relevant linked information, and most data can be accessed directly from the Ticket by right-clicking the relevant object or simply double-clicking it. | ||
=Ticket Window= | |||
The main Ticket window displays tickets by Status. To view all Tickets with a specific Status, simply click the relevant Status in the left pane. | |||
There are also other views available, such as Inbox or Dispatcher (see more details under [[Inbox]] and [[Dispatcher]]). Using these views will show the relevant Tickets, regardless of their Status. | |||
SCREENSHOT | |||
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==Ticket Navigation Pane== | |||
Tickets are displayed in the Ticket Navigation Pane view, allowing easy filtering by status and by employee. | |||
The Ticket Navigation Pane provides the following views: | |||
* '''Inbox''' - The Inbox view shows all tickets which are in your Inbox, meaning they have been updated by a customer. Customer updates can happen via the Customer Web Interface or when a new email arrives for this Ticket from a Customer or from an external application (via [[Commit API Developers Guide|CommitCRM API]]). Tickets can also be added to the Inbox manually, using the Move To Inbox option when right-clicking a Ticket. See more details under [[Inbox]]. | |||
* '''Dispatcher''' - The Dispatcher view shows all Tickets waiting to be dispatched to technicians. The same list is displayed when viewing the main Dispatcher window. See more details in [[Tickets#Dispatch_the_Ticket|Dispatching Tickets]]. | |||
* '''All''' - This view shows all tickets, with all statuses, open and closed. | |||
* '''Open (by status)''' - The main Open view shows all open tickets, i.e. tickets which have a Status which is considered to be "open" (such as New, Scheduled, etc.). Clicking any of the statuses below it will show only tickets with this status. | |||
* '''Closed (by status)'''- The main Closed view shows all closed tickets (i.e. Canceled or Completed). Clicking any of the statuses below it will show only tickets with this status. | |||
Revision as of 09:52, 15 April 2010
Page Status: in Beta (Work in Progress)
Scope
This document covers new concepts and features regarding Ticket Management introduced with the release of CommitCRM version 5.3. The main features are new features include new Ticket navigation, new Ticket Inbox view and enhanced email correspondence management.
Other Ticket references: Ticket Workflow
Introduction
Tickets in CommitCRM provide a comprehensive ticketing system to help you record all the information for a call including status, priority, and nature of the issue, and track time-to-resolution.
Each ticket can support multiple activities for ongoing projects and complex service tickets, as well as access contract/billing information to determine required charging information.
Tickets are the communication point with your customers. This means customers can access Ticket information via Commit Web Interface, or communicate about a specific Ticket using email. All email communication can be logged in the Ticket level. See more details under Email Correspondence.
Ticket Information
Each Ticket in CommitCRM holds information which is relevant for the service call. It keeps information such as the Ticket description, status, due date and more. This information is displayed in the Ticket's General tab and Details tab.
In addition to the general Ticket data, each Ticket can store related information to provide quick access to all data linked to this Ticket.
The Ticket data linked to the Ticket includes:
- Account – The Account which is linked to this Ticket.
- Asset – The Asset which is linked to this Ticket.
- Contract – The Service Contract under which the Ticket was created, and for which the Charges will be billed to.
- Tasks – Pending Tasks for this Ticket (under the Pending tab).
- Appointments – Pending Appointments for this Ticket (under the Pending tab).
- Charges – Charges logged for this Ticket for work, expenses and parts.
- Messages – Internal CommitCRM messages between employees, linked to this Ticket.
- Email Correspondence – All email communication performed for this Ticket (see more details in Email Correspondence).
- Documents – Files linked to this Ticket.
- History – All of the activity performed for the Ticket – updates audit, done appointments and tasks, history notes, emails, documents, etc.
Each Tab shows relevant linked information, and most data can be accessed directly from the Ticket by right-clicking the relevant object or simply double-clicking it.
Ticket Window
The main Ticket window displays tickets by Status. To view all Tickets with a specific Status, simply click the relevant Status in the left pane. There are also other views available, such as Inbox or Dispatcher (see more details under Inbox and Dispatcher). Using these views will show the relevant Tickets, regardless of their Status.
SCREENSHOT
Tickets are displayed in the Ticket Navigation Pane view, allowing easy filtering by status and by employee.
The Ticket Navigation Pane provides the following views:
- Inbox - The Inbox view shows all tickets which are in your Inbox, meaning they have been updated by a customer. Customer updates can happen via the Customer Web Interface or when a new email arrives for this Ticket from a Customer or from an external application (via CommitCRM API). Tickets can also be added to the Inbox manually, using the Move To Inbox option when right-clicking a Ticket. See more details under Inbox.
- Dispatcher - The Dispatcher view shows all Tickets waiting to be dispatched to technicians. The same list is displayed when viewing the main Dispatcher window. See more details in Dispatching Tickets.
- All - This view shows all tickets, with all statuses, open and closed.
- Open (by status) - The main Open view shows all open tickets, i.e. tickets which have a Status which is considered to be "open" (such as New, Scheduled, etc.). Clicking any of the statuses below it will show only tickets with this status.
- Closed (by status)- The main Closed view shows all closed tickets (i.e. Canceled or Completed). Clicking any of the statuses below it will show only tickets with this status.