I would like to customize the stages and pipe for each different Helpdesk team so that it will reflect their use cases.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Boekhouding
- Voorraad
- PoS
- Project
- MRP
Deze vraag is gerapporteerd
1
Beantwoorden
1624
Weergaven
- Name of the Stage.
- Email Template: the customer will be sent an automatically when a ticket reaches this Stage.
- SMS Template: and SMS can be sent automatically to the customer when a ticket reaches this Stage (requires extra credits.)
- Folded in Kanban: this can be used to specify a final Stage where a ticket is considered closed. This Stage will be folded in the Kanban view.
- Helpdesk Teams: specifies which teams will have this Stage in their pipe.
- Stage Description and States Meaning:
- Each Stage can have its own description to help the team understand the purpose of a specific Stage.
- Each Stage will also have three states; by default, they are “In Progress”, “Blocked”, and “Ready”. And each State has a color that identifies it. You can change the name of the States to reflect a more relevant name that correlates to that specific Stage.
Stages: these are the main stages that a ticket goes through and each Stage can have its own configurations as well:
Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!
Maak vandaag nog een account aan om te profiteren van exclusieve functies en deel uit te maken van onze geweldige community!
Aanmelden| Gerelateerde posts | Antwoorden | Weergaven | Activiteit | |
|---|---|---|---|---|
|
|
1
jul. 24
|
1829 | ||
|
|
1
jul. 24
|
1535 | ||
|
|
1
jul. 24
|
1291 | ||
|
|
1
jul. 24
|
2562 | ||
|
3
jun. 25
|
2018 |
