Ticketing and Support Management

by
Odoo

9.27

v 10.0 Third Party
Required Apps Project (project)
Technical Name bt_ticketing
LicenseLGPL-3
Websitehttp://www.broadtech-innovations.com
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Required Apps Project (project)
Technical Name bt_ticketing
LicenseLGPL-3
Websitehttp://www.broadtech-innovations.com

Ticketing and Support Management

The ticketing module from BroadTech IT Solutions(bt_ticketing) helps user and firms to manage their support requests, after sales services and projects more efficiently. The solution enhances Odoo's standard project_issue module and brings a feature to channel and organize the support requests from various customers to different projects(accounts) and different users(employees/service persons).

To Start with, Configure Incoming mail server with your helpdesk email account, the account in which you receive support requests. Choose the action to perform as "Create New record - Project Issues"

The module has added a new system parameter which will help to control the "Reply to" address string. It can be configured with your company details.

Now, configure support requests to channel the requests to the right account and the right person, automatically. From project configuration section check for the new menu 'Support Requests'. The form has three fields. Sender's email, Sender's Account and Staff Responsible . Sender is the person who is responsible and authorized to communicate with the support team in connection with a particular project/account. The screen indicates that the email configured is an authorized address corresponding to the project(account) "ABC Legal Services". If a support requests comes from the address, it will be fetched and created as a ticket(issue) under the project(account) "ABC Legal Services". The window also prompts to select the user/employee responsible for taking up the issue. The new issued will be assigned to the selected person, automatically.

It is possible to configure multiple senders for one account. That means there will be "N" number of support request records per project(account), if there are "N" number of authorised email ids.

The Project or account can have multiple followers. Followers of the project will automatically be added as followers of each new ticket(issue) created.

Following is a sample email sent to broadtech support from an authorized email address. The ticket is supposed to be created under the account "ABC Legal Services" and it shall be assigned to an employee based on support configuration.

Once the incoming mail server fetches the mail, the ticket will be created. "Project" and "Assigned To" fields are filled as per the support request configuration. Ticket reference(Issue #) will also be generated automatically.

The email body and attachments will be visible under the chatter area.

Notification email to the sender - Once the ticket is created sender of the request will receive an automated response.

Automatic Notification Email will be sent to the responsible user indicating that he/she has been assigned with the ticket.

The assigned person as well as followers of the account will receive the contents and attachments from the original email along with the issue reference as a new email which can be termed as the ticket email.

Replies sent to the ticket emails shall be stored under the ticket and the same shall be sent to the emails of all the followers. That means, the followers don't have to directly refer the ticket. All the communications shall be available under one thread.

For any assistance please feel free to contact us: contact@broadtech-innovations.com

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