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1615 Widoki

I would like to customize the stages and pipe for each different Helpdesk team so that it will reflect their use cases.

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Autor Najlepsza odpowiedź

    Stages: these are the main stages that a ticket goes through and each Stage can have its own configurations as well:

      1. Name of the Stage.
      2. Email Template: the customer will be sent an automatically when a ticket reaches this Stage.
      3. SMS Template: and SMS can be sent automatically to the customer when a ticket reaches this Stage (requires extra credits.)
      4. 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.
      5. Helpdesk Teams: specifies which teams will have this Stage in their pipe.
      6. Stage Description and States Meaning:
        1. Each Stage can have its own description to help the team understand the purpose of a specific Stage.
        2. 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.



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