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Helpdesk with CRM | CRM Helpdesk Portal | CRM Support Service | CRM Lead Support | Manage CRM Helpdesk

by
Odoo

$ 42.03

v 14.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Invoicing (account)
• eCommerce (website_sale)
• Discuss (mail)
• Website (website)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies
Lines of code 3116
Technical Name helpdesk_support_with_crm
LicenseOPL-1
Versions 11.0 12.0 13.0 14.0 15.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Invoicing (account)
• eCommerce (website_sale)
• Discuss (mail)
• Website (website)
• Calendar (calendar)
• Contacts (contacts)
Community Apps Dependencies
Lines of code 3116
Technical Name helpdesk_support_with_crm
LicenseOPL-1
Versions 11.0 12.0 13.0 14.0 15.0 16.0

Odoo Helpdesk CRM Integration Apps Odoo CRM Helpdesk Support Apps Odoo Helpdesk Ticket With CRM Apps Odoo CRM Helpdesk Dashboard Apps

Odoo Helpdesk Integrates CRM - Customer Relationship Management App features with helpdesk support capabilities, offering a complete solution for efficient ticket management. Users benefit from a user-friendly helpdesk dashboard, simplifying support processes. This Odoo system allows customers to create and manage tickets through a dedicated portal, enhancing accessibility. In addition, integration between the CRM and helpdesk modules enables users to create tickets directly within the CRM, as well as create Leads and Opportunities in Support Ticket.

Allow User Access Rights

Allow user access rights for helpdesk to manager, leader and user and set access for crm helpdesk.

Helpdesk Configuration

Helpdesk category, rating, days, template, stages, product and multi user.

Dashboard

User can see state wise dashboard.

Mail

We provide different mail send to customer like when create ticket then generate mail is send and when click on reply button.

Helpdesk With CRM

User can create lead or opportunity in ticket and give lead/opportunity filter in ticket and also create ticket in lead or opportunity and ticket filter.

Portal

View, manage and create helpdesk ticket in website portal.

Description

Allow User Access Rights

Allow user access rights for helpdesk to manager, leader and user and set access for crm helpdesk


Helpdesk Support Configuration

Helpdesk support configuration



Helpdesk support multi user and products configuration.


Helpdesk Support Team Configuration

Helpdesk support team configuration


Helpdesk Support Ticket Type Configuration

Helpdesk support ticket type configuration.


Helpdesk Subject Type Configuration

Helpdesk support subject type configuration.


Helpdesk Support Tags Configuration

Helpdesk support tags configuration


Helpdesk Support Stage Configuration

Helpdesk support stage configuration


Helpdesk Support Category Configuration

Helpdesk support category configuration.


Helpdesk Support Sub Category Configuration

Helpdesk support sub category configuration


Helpdesk Support Priorities

Helpdesk support priorities configuration


Helpdesk Support Dashboard

Helpdesk dashboard with state wise if we select in configuration


Show Helpdesk Support Ticket in Kanban View

Show helpdesk support ticket in kanban view with filter lead/opportunity.


Helpdesk Support Form

here we give some button for different functionality like approval button for stage change etc.


Send Mail on Generate New Support Ticket

Send mail on generate new support ticket.


Report of Helpdesk Support Ticket.

Report of helpdesk support ticket


Helpdesk Ticket Preview

Onclick preview button then preview is open


Helpdesk Support Cancel Ticket

Onclick click cancel ticket button then wizard is open, and then we click on cancel request in wizard then ticket is cancel



Re-Open Cancelled Helpdesk Support Ticket

Onclick re open ticket button then ticket is reopen


Helpdesk Support Reply Ticket

Onclick reply ticket button then send mail wizard is open after we click on send button then mail is send and reply date is store


Generate Mail When Reply Ticket

Generate mail when reply ticket.


Create Lead In Ticket

If user has right for manage helpdesk crm then onclick create lead button then user create lead for this ticket.


Redirect To Lead In Ticket

If user has right for manage helpdesk crm then onclick lead smart button then user redirect it related lead.


Create Opportunity In Ticket

If user has right for manage helpdesk crm then onclick create opportunity button then user create opportunity for this ticket.


Redirect To Opportunity In Ticket

If user has right for manage helpdesk crm then onclick opportunity smart button then user redirect it related opportunity.


Create Ticket In Lead/Opportunity

If user has right for manage helpdesk crm then onclick create ticket button then user create ticket.



Redirect To Ticket In Lead/Opportunity

If user has right for manage helpdesk crm then onclick ticket smart button then user redirect it related ticket.


Lead/Opportunity Tree View

If user has right for manage helpdesk crm then ticket filter is show.


Dashboard Support Ticket in Portal

Here a portal user can create or view it own ticket and show it all ticket.




Add Rating and Feedback

Enter rating and feedback.


Rating and Feedback Stored

Rating and feedback stored in backend.


Our Services

Customization Integration Installation
Create & Update Migration Support

Get In Touch

You will get 60 Days free support in case any bugs or issue.

For any query or support contact us without hesitation on

edgetechnologies.odoo@gmail.com 
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