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How to handle customers in Helpdesk module?

how to define them and how to define the customer(company) employees

if i have a customer(company) and i want to now the tickets that created from this company as total and from which employee?

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thanks for your reply but i don't have the contacts module!! 

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In Odoo’s Helpdesk module, customers are represented as “partners,” which can be either companies or individuals. To organize tickets by company and track which employees from that company have submitted them, follow these guidelines:

Defining Customers (Companies):

    • In Contacts, create a record for the customer’s company.
    • Mark it as a company by enabling the "Is a Company" checkbox.
    • This parent company record will represent the primary customer entity.

Defining Customer Employees (Contacts):

    • Within the same Contacts module, create a separate contact record for each employee associated with that company.
    • In the contact form, select the parent company in the "Company" field. This sets the employee’s contact as a child record of the main company.
    • Ensure the employee is not marked as "Is a Company" since they are an individual contact under the main company’s umbrella.

Creating Helpdesk Tickets:

    • When a ticket is logged in Helpdesk, select the employee’s contact as the customer on the ticket form. This ensures the ticket is linked to the specific individual who requested support.
    • Since the employee’s contact record is tied to the parent company, Odoo will inherently know the company associated with that ticket.

Tracking Tickets by Company and Employee:

    • In the Helpdesk view, you can filter or group tickets by "Customer" or "Contact."
    • To see all tickets from a particular company, apply a filter using the parent company’s name. This will retrieve all tickets from that company, including those created by any of its employees.
    • To drill down further, filter or group by individual contact (employee) under that company. This reveals how many tickets each employee raised.

Reporting and Analysis:

    • Odoo allows you to create custom filters, groups, and pivot tables in the Helpdesk module.
    • For a summary by company: group tickets by "Company (Customer)" to see total ticket counts per customer company.
    • For a breakdown by each employee in that company, add another grouping criterion by "Contact (Customer)" to list ticket counts at the employee level.

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