Închideți biletele

After work has been completed on a ticket in the Helpdesk app, there are several ways it can be closed. Manually closing solved tickets keeps the pipeline up to date, while automatically closing inactive tickets prevents unnecessary blocking issues. Allowing customers to close their own tickets minimizes confusion around whether an issue is considered solved or not. This results in increased operational capacity for support teams, and higher customer satisfaction.

Închideți manual biletele rezolvate

As work on a ticket progresses, it is moved along to the next stage in the pipeline. When the issue is solved, the ticket is moved to a folded stage. This marks the ticket as closed.

To fold a stage, navigate to the Helpdesk dashboard and click on a team to open the pipeline. Hover over a stage’s heading, and then click the (gear) icon that appears in the top-right corner of that stage’s Kanban column.

Vedere a scenei pe canalul Helpdesk, cu accent pe pictograma roată și opțiunea de editare a etapei.

Atenționare

Clicking the gear icon also displays the option to Fold the stage. This setting folds the stage temporarily to simplify the Kanban view. This does not close the tickets in this stage. It also does not permanently fold the stage. If a stage needs to be folded so the tickets can be marked as closed, continue following the steps below.

From the menu that appears, select Edit. This opens the stage’s settings. Tick the checkbox labeled Folded in Kanban, and then Save & Close to confirm the changes. Now, tickets are closed once they reach this folded stage.

Pagina cu setările scenei.

Închideți automat biletele inactive

Biletele care sunt inactive pentru o anumită perioadă de timp pot fi închise automat. În acel moment, sunt mutați într-o etapă pliată.

Go to the team’s settings page by going to Helpdesk ‣ Configuration ‣ Helpdesk Teams. Under the Self-Service section, enable Automatic Closing.

If only one of the team’s stages is folded in the Kanban view, it is the default selection in the Move to Stage field. If the team has more than one folded stage, the stage that occurs first in the pipeline is the default for this field. If no stage is folded, the default selection is the last stage in the pipeline.

The After days of inactivity field defaults to 7, but can be adjusted if necessary.

Atenționare

The After days of inactivity field does not take the working calendar into account when tracking the amount of time a ticket has been inactive.

Dacă doar anumite etape ar trebui folosite pentru a urmări zilele de inactivitate, acestea pot fi adăugate la câmpul În etape.

Example

Conducta unei echipe este creată cu următoarele etape:

  • Nou

  • În curs

  • „Feedback-ul clienților”

  • Închis

Tickets can linger in the Customer Feedback stage, because once an issue is solved, customers may not respond immediately. At that point, the tickets can be closed automatically. However, tickets in the New and In Progress stages may remain inactive due to assignment or workload issues. Closing these tickets automatically would result in issues going unsolved.

Therefore, the Automatic Closing settings would be configured as below:

  • Închidere automată: bifat

  • Mutare la etapă: Rezolvat

  • După 7 zile de inactivitate

  • În etape: Feedback-ul clienților

Exemplu de setări de închidere automată.

Permiteți clienților să-și închidă propriile bilete

Activarea setarii Închidere de către clienți permite clienților să-și închidă propriile bilete atunci când stabilesc că problema lor a fost rezolvată.

Start by navigating to Helpdesk ‣ Configuration ‣ Helpdesk Teams and select a team. On the team’s settings page, scroll to the Self-Service section and tick the checkbox for Closure by Customers.

Setarea de închidere a clienților în Odoo Helpdesk.

After the ticket closing settings are enabled, a Close Ticket button is available for customers when they view their ticket through the customer portal.

Vizualizarea clientului despre închiderea biletelor în Odoo Helpdesk.

Notă

Customers are able to view their tickets by clicking the View the ticket link they receive by email. The link is included in the Request Acknowledgment template, which is added to the first stage of a team by default. This link does not require a customer to have access to the portal to view or respond to their ticket.

Customers with access to the portal are able to view their tickets under My Account ‣ Tickets.