Helpdesk Portal Signature

Helpdesk Portal Signature allows users to sign helpdesk tickets directly from the website portal. It’s useful when you need confirmation from the customer or employee for any helpdesk request.

Main Features:

• Sign helpdesk tickets from the website portal
• Helpful for approval or confirmation of work done

Sign Helpdesk Ticket

Add Signature and click on Accept & Sign

Website Portal : Signature is added

Backend : Signature is added with Full Name and Signature Datetime

Helpdesk Ticket Tracking

This odoo application allows you to track Helpdesk Ticket from website portal. You just have to enter number of the Ticket and it will display basic information about the ticket.

Main Features:

• Track Helpdesk Ticket from Website Portal.
• Track Ticket using number of the Ticket.
• Once ticket is tracked it will display basic information about the ticket.

Ticket in the backend

Track Ticket from here

Enter Ticket Number and click on Track

Ticket is tracked and basic information of the ticket is displayed

Helpdesk Expense

This odoo application allows you to create HR Expense helpdesk Ticket and also create Helpdesk Ticket from the HR Expense.

Main Features:

• Create multiple HR Expense from the Helpdesk Ticket.
• HR Expense will automatically link with the Helpdesk Ticket.
• Create multiple Helpdesk Tickets from the HR Expense.
• Helpdesk Tickets will automatically link with the HR Expense.
• Only user with HR Helpdesk Ticket right can access this feature.

Allow user to access this feature

Create Expense From The Helpdesk Ticket

Expense linked with the Ticket

Create Ticket from the HR Expense

Ticket linked with the Expense

Helpdesk Document

This odoo application use for helpdesk documentation.

Main Features:

• Count the attached document in helpdesk ticket.
• Easily open attached document.

Attach Document in helpdesk ticket form

Count the document

Attachment form

Helpdesk Due Reminder

This odoo application will automatically send notification emails if due date of ticket is near.

Main Features:

• Send mail base on ticket stage.
• It will be notify via email if due date of ticket is near.

Configuratation

Add due date in helpdesk ticket form

Email Format

Helpdesk Mass Assign User

This Odoo application will allow you to mass Assign User from the helpdesk tickets.

Main Features:

• Mass Assign user tickets from helpdesk.

Allow User Access Rights

Select Multiple Tickets and Mass Assign User

Mass Assign User Window

Mass Assign User Tickets

Helpdesk Mass Update

This Odoo application will allow you to mass update ticket from the helpdesk.

Key Features:

• Mass update tickets from the helpdesk.

Allow User Access Rights

Select Multiple Tickets and Mass upadate

Mass Update Window

Mass Updated Tickets

Helpdesk Mass Update Tags

This Odoo application will allow you to mass update tags from the helpdesk tickets.

Key Features:

• Mass Update Tags from helpdesk tickets.

Select Multiple Tickets and Mass Update Tags

Mass Update tags window

Tickets Kanban View

Helpdesk Multiple User

For Helping You can assign multiple user on helpdesk tickets in odoo.

Key Features:

• Assign Multiple user helpdesk ticket.
• User can access own data.

Helpdesk Ticket Form Login With Admin

Helpdesk Ticket List View

Helpdesk Ticket Form Login With Assign User

Helpdesk Notification

This Odoo application will allow you to send mail when new ticket will be generated.

Key Features:

• Notify when new ticket create.

Configurations

Ticket Helpdesk Form

Mail Template

HelpDesk Solution

This odoo application allows you to add Solution details into the Ticket. Once issue of ticket is solved then you can add the solution details with the images in the Ticket.

Key Benefits:

• Add Solution details into the Ticket.
• Add Solution details with multiple images.
• Solution will be visible into ticket on website portal also.

HelpDesk stage form

Add solution details into the Ticket

Add solution details with multiple images

Once solution is added, mark ticket as done

Solution visible on Ticket on website portal also

Helpdesk Sub Ticket

This odoo application allows you to create multiple Sub Ticket for the Helpdesk Tickets.

Key Features:

• Create multiple Sub-Tickets for the Helpdesk Ticket
• Easily Navigate to the Sub-Ticket from the main ticket
• Enable/Disable this feature from the Settings

Enable Sub-Ticket feature From Here

Create Sub-Ticket from here

Sub-Ticket is created

Sub-Ticket is linked with the main ticket

Helpdesk Survey

This odoo application will add Survey on the Helpdesk Ticket so you can take detailed feedback from the customer about their issue. You can add multiple survey on the ticket.

Key Features:

• Configure Survey Template and add multiple survey into the template.
• Just select survey template on the ticket and all the survey will link automatically into the ticket.
• If customer is logged in and viewing the ticket then he/she can directly start the survey from the helpdesk ticket screen and give answers.
• If user rather than customer is logged in then he/she can send survey to the customer via email. So customer can start survey from email link and      answer the survey.
• Answer of the survey is automatically linked with the ticket once customer complete the survey.
• Answer will always link with the ticket, either customer start survey directly from the ticket or start survey from the email link.
• You can easily print Last Answer of the survey from the ticket, because latest answer will always linked with the survey on the ticket.

Create Survey Template

Select survey template and all the survey will link with ticket automatically

Directly start survey from the Ticket and give answers

Last answer automatically linked with survey, print it

Send survey into email to the customer

Customer can start survey from the email and give answers

Helpdesk Whatsapp

This odoo application allows you to send WhatsApp messages to the customer from the Helpdesk Ticket.

Key Features:

• Configure message templates, so you can re-use them.
• Send WhatsApp message to the customer from the Helpdesk Ticket.

Configure WhatsApp message template

Send WhatsApp message from here

Select message template and click on Send

Message loaded into the WhatsApp, tap on send

Message successfully sent to the customer on WhatsApp

Maintenance Helpdesk

This odoo application allows you to create multiple Maintenance Request from the Helpdesk Ticket.

Key Features:

• Create multiple Maintenance Request from Helpdesk Ticket.
• Maintenance Request will link with the Helpdesk Ticket automatically, so you can easily navigate to the Maintenance Request from the Ticket
• You can also view Helpdesk Ticket from the Maintenance Request.
• Only user with Allow Helpdesk Maintenance can access this feature.

Allow user to access this feature

Create Maintenance Request from the Helpdesk Ticket

Navigate to Maintenance Request from the Helpdesk Ticket

View Helpdesk Ticket from Maintenance Request

Helpdesk Task

This odoo application use for create task in helpdesk.

Key Features:

• Create task from helpdesk ticket.
• Count the created task.
• Easily open the created task.

User Access Rights

Helpdesk Ticket Form

Ticket Task Window

Count The Task

Project Task Form

Export Portal Helpdesk Ticket

This Odoo application helps you to Export Portal Helpdesk Ticket.If you can configure Export template it through you can Export Helpdesk Ticket Dynamically other wise template not configure it time Export static Ticket.

Key Features:

• Help to Export Helpdesk Ticket as Excel file from portal.

View all the Helpdesk Ticket from here

Click On Export Helpdesk Ticket Button

Click On Export Button

Excel file of all exported Ticket Detail

Export template menu

Select Helpdesk ticket Model and add Fields which you want to export

Click On Export Helpdesk Ticket Button

Click On Export Button

See Export template

CRM-Helpdesk Integration

CRM Helpdesk allows you to create Helpdesk Tickets directly from Leads and also create Leads from Helpdesk Tickets. This makes it easier to manage both customer support and sales processes together.

Key Features:

• You can create multiple Helpdesk Tickets directly from a Lead.
• Helpdesk Tickets are automatically linked with the Lead.
• You can create multiple Leads from a Helpdesk Ticket.

Enable CRM-Helpdesk integration feature

Create lead from helpdesk ticket

Lead automatically linked with original ticket

Create helpdesk ticket from lead

Ticket automatically linked with original lead

Filter and analyze tickets by associated leads

Sales-Helpdesk Integration

Sale Helpdesk allows you to create Sale Orders directly from Helpdesk Tickets and vice versa. It links Sale Orders with Helpdesk Tickets, making it easier to manage sales and customer support together.

Key Features:

• You can create multiple Sale Orders from a Helpdesk Ticket
• Sale Orders are automatically connected to the Helpdesk Ticket
• You can also create multiple Helpdesk Tickets from a Sale Order

Enable sales-helpdesk integration feature

Add products to convert ticket to sales order

Create sales order from ticket

Sales order details with ticket reference

Ticket showing linked sales order

Sales order showing ticket details

Create ticket from sales order

Ticket creation form with sales order context

Sales order showing linked ticket

Ticket showing linked sales order details

Purchase-Helpdesk Integration

Purchase Helpdesk allows you to create Purchase Orders directly from Helpdesk Tickets and vice versa. It automatically links the Purchase Orders with Helpdesk Tickets, making it easier to manage purchases and support requests.

Key Features:

• You can create multiple Purchase Orders from a Helpdesk Ticket
• Purchase Orders are automatically linked to the Helpdesk Ticket
• You can also create multiple Helpdesk Tickets from a Purchase Order

Enable purchase-helpdesk integration feature

Add required products to support ticket

Create purchase order from ticket

Two-way linking between ticket and purchase order

Create ticket from purchase order

Complete integration between systems

Invoice-Helpdesk Integration

Invoice Helpdesk allows you to create multiple invoices directly from Helpdesk Tickets and also create multiple Helpdesk Tickets from an invoice. It automatically links invoices with Helpdesk Tickets for better management of financial and support records.

Key Features:

• You can create multiple invoices from a Helpdesk Ticket
• Invoices are automatically linked to the Helpdesk Ticket
• You can create multiple Helpdesk Tickets from an invoice

Enable invoice-helpdesk integration

Add billable products to support ticket

Generate invoice from ticket

Automatic linking between ticket and invoice

Create support ticket from invoice

Complete two-way integration

CRM-Helpdesk Integration

CRM Helpdesk allows you to create Helpdesk Tickets directly from Leads and also create Leads from Helpdesk Tickets. This makes it easier to manage both customer support and sales processes together.

Key Features:

• You can create multiple Helpdesk Tickets directly from a Lead.
• Helpdesk Tickets are automatically linked with the Lead.
• You can create multiple Leads from a Helpdesk Ticket.

Enable CRM-Helpdesk integration feature

Create lead from helpdesk ticket

Lead automatically linked with original ticket

Create helpdesk ticket from lead

Ticket automatically linked with original lead

Filter and analyze tickets by associated leads