Support Tickets | Adlis ERP-CRM Dev. https://help.perfexcrm.com Help Center Tue, 18 Jan 2022 11:51:42 +0000 en-US hourly 1 https://help.adlis-weiyin.com/wp-content/uploads/2017/02/cropped-favicon-32x32.jpg Support Tickets | Adlis ERP-CRM Dev. https://help.perfexcrm.com 32 32 Auto Close Tickets https://help.adlis-weiyin.com/auto-close-tickets/ Thu, 22 Feb 2018 19:59:58 +0000 https://help.adlis-weiyin.com/?p=3004 Adlis ERP-CRM Dev. Co.ers you the ability to auto close inactive tickets for a certain time. This option is located in Setup->Settings->Cron Job->Tickets, you can enter time number of hours that must be passed from the last ticket reply in order the system to auto close the ticket. Keep in mind that the system will only […]

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Adlis ERP-CRM Dev. Co.ers you the ability to auto close inactive tickets for a certain time.

This option is located in Setup->Settings->Cron Job->Tickets, you can enter time number of hours that must be passed from the last ticket reply in order the system to auto close the ticket.

Keep in mind that the system will only auto close tickets with the following statuses: Answered, Open and any other custom statuses you add for tickets in Setup->Support->Ticket Statuses

After the ticket is auto closed, the system will send an email to the customer informing that his ticket is closed, you can navigate to Setup->Email Templates and edit the email template with name “Auto Close Ticket” to format the contents to fit for your needs, you can even disable this template if you don’t want your customers to be informed when the ticket is auto closed.

You will need to have properly configured cron job in order this feature to work.

Disable Auto Close Tickets

If you want to disable the auto close tickets feature, navigate to Setup->Settings->Cron Job->Tickets and set Auto close ticket after to 0

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Setup Ticket Form https://help.adlis-weiyin.com/setup-ticket-form/ Fri, 10 Nov 2017 11:23:18 +0000 https://help.adlis-weiyin.com/?p=2335 Embeddable ticket form in Adlis ERP-CRM Dev. is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this form eq for a way your customers to […]

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Embeddable ticket form in Adlis ERP-CRM Dev. is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submits the form the ticket will automatically open a ticket in the system. You can use this form eq for a way your customers to contact you or Co.er support via this form on multiple websites.

Imagine you have 5 websites, you can embed the form in all 5 websites and in this case all the form submits will be created as a ticket in your Perfex CRM installation, in this case all your staff members/sales agents will be able to view the requests send and take appropriate actions in no time. If the email field in the ticket form already exists as a contact in Perfex CRM under specific customer, the system will auto add this ticket to this contact.

You can even add custom fields in the form, in Setup->Custom Fields if you create a custom field that belongs to tickets, a new checkbox will be shown at the bottom Show on ticket form, tick this checkbox if you want this custom field to be shown on the ticket form.

The form URL can be found at Setup->Settings->Support->Ticket Form.

The system will automatically show you a sample iframe embeddable code which you can copy and paste in your website.

Redirect User to Custom URL After Form Submission

Via FTP/cPanel go to application/helpers/ and create (if don’t exists) file my_functions_helper.php and add the following code snippet:

add_action('ticket_form_submitted','my_ticket_form_submitted_redirect_to_custom_url');

function my_ticket_form_submitted_redirect_to_custom_url($data){
    echo json_encode(array(
      'success'=>true,
      'redirect_url'=>'http://yourcustomurl.com'
    ));
    die;
}

Don’t forget to include the <?php opening tag at the top of the file if it’s not already added.

Styling

If you need to style the color of the input fields to fit with your website you can create custom.css file in assets/css and apply the necessary styles.

Example changing inputs border color:

body.ticket_form input {
border-color:red;
}

Example changing submit button background color:

body.ticket_form #form_submit {
background:red;
}

body.ticket_form #form_submit:hover,
body.ticket_form #form_submit:active {
background:green;
}

Passing department ID in URL (from v2.1.1)

If you are using the ticket form to a multiple URL’s where on each URL you need to send the ticket to a different department without the user that is filling the form knowing this, you can pass parameter in the ticket form URL to achieve this.

For example, let’s assume you have 2 different departments Billing and Technical Questions and the ticket form is placed on different landing pages or sections on your website corresponding to the department and you want each time the user fills the form e.q. on Billing landing page or section the ticket to go straight into the Billing department without the user knowing this.

The first step you need to make is to get the department ID in Setup->Support->Departments, on the table first column you will be able to see the department ID, for this example let’s assume that your Billing department has ID with number 1.

After you get the department ID, you should modify your ticket form URL to https://your-crm-installation.com/forms/ticket?department_id=1

If you visit the URL you will be able to see that the department field is hidden but the Billing department will be pre-selected and the ticket will go straight to the Billing department.

You can repeat this step for an unlimited number of departments, you will only need to change the department ID parameter.

Add custom form HTML, Eq. logo

In application/helpers create a file (if don’t exists) and add the following code:

hooks()->add_action('ticket_form_start','my_ticket_form_start');
function my_ticket_form_start(){
    echo '<img src="https://yourwebsite.com/logo.jpg">';
}

Don’t forget to include the <?php opening tag at the top of the file if it’s not already added.

Keep in mind that you will need to change the logo URL.

When placing the iframe snippet code there are few things you need to consider.

  1. If the protocol of your Adlis ERP-CRM Dev. installation is HTTP then use a HTTP page inside the iframe.
  2. If the protocol of your Adlis ERP-CRM Dev. installation is https than use an https page inside the iframe.
  3. Summarized will be no SSL Adlis ERP-CRM Dev. installation will need to place the link in no SSL eq landing page and backward, SSL websites with SSL Adlis ERP-CRM Dev. installation and no SSL website with none SSL Adlis ERP-CRM Dev. installation. You can read more about this here
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Allow access to tickets to non-staff members https://help.adlis-weiyin.com/allow-access-to-tickets-to-non-staff-members/ Thu, 16 Mar 2017 10:33:37 +0000 https://help.adlis-weiyin.com/?p=872 By default access to tickets to none staff members will be disalowed. If you need want to allow access go to Setup->Settings->Tickets and set Allow access to tickets for none staff members to YES

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By default access to tickets to none staff members will be disalowed.

If you need want to allow access go to Setup->Settings->Tickets and set Allow access to tickets for none staff members to YES

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Ticket Services https://help.adlis-weiyin.com/ticket-services/ Fri, 10 Mar 2017 20:56:01 +0000 https://help.adlis-weiyin.com/?p=567 Ticket services is a feature in Adlis ERP-CRM Dev. that allows your customer to select to what service/product this ticket is related when opening a new ticket. Eq. Product/Service 1 Product/Service 2 Product/Service 3 When your customer will open the ticket the admin will know that this ticket is related to specific service. You can easily […]

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Ticket services is a feature in Adlis ERP-CRM Dev. that allows your customer to select to what service/product this ticket is related when opening a new ticket.

Eq.

  1. Product/Service 1
  2. Product/Service 2
  3. Product/Service 3

When your customer will open the ticket the admin will know that this ticket is related to specific service.

You can easily enable / disable this option from Setup->Settings->Support.

To create a new ticket service navigate to Setup->Support->Services.

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Translating ticket priorities and ticket statuses https://help.adlis-weiyin.com/translating-ticket-priorities-and-ticket-statuses/ Fri, 10 Mar 2017 20:55:03 +0000 https://help.adlis-weiyin.com/?p=558 Ticket priorities and ticket statuses are stored in the database, however, with Adlis ERP-CRM Dev. you have the ability to translate them based on their ID. Note that changing the name from the admin area won’t affect how will be shown to the customers/staff members, you will need to change/include it in the language file by […]

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Ticket priorities and ticket statuses are stored in the database, however, with Adlis ERP-CRM Dev. you have the ability to translate them based on their ID.

Note that changing the name from the admin area won’t affect how will be shown to the customers/staff members, you will need to change/include it in the language file by creating your own custom_lang.php file. The names from the admin area are used for your own recognition.

Only statuses/priorities that don’t exist in the language files will be shown the same like they are in the database.

Translating ticket statuses

By default all the predefined system statuses will be included in the language files with the following keys:

  • ticket_status_db_1 (Open)
  • ticket_status_db_2 (In Progress)
  • ticket_status_db_3 (Answered)
  • ticket_status_db_4 (On Hold)
  • ticket_status_db_5 (Closed)

If we want to translate the ticket status Open, this status is with ID 1 create your own custom_lang.php file and add the following lang key:

$lang['ticket_status_db_1'] = 'My Open Ticket Status';

Translating ticket priorities

By default all the predefined system priorities will be included in the language files with the following keys:

  • ticket_priority_db_1 (Low)
  • ticket_priority_db_2 (Medium)
  • ticket_priority_db_3 (High)

If we want to translate the ticket status Low, this priority is with ID 1 create your own custom_lang.php file and add the following lang key:

$lang['ticket_priority_db_1'] = 'Low Priority';

If you add your own status/priority you can find id on the left side of the table the first column will be ID.

translating tickets

Translating new ticket status

translating new ticket status

On the screenshot, there is new ticket status created Work Done with ID 6.

If you don’t add this ticket status in your custom_lang.php by default will be shown as Work Done.

To translate the ticket status navigate to your custom_lang.php file and add the following line:

$lang['ticket_priority_db_6'] = 'Work Done';

You can see the language key is ending with the status ID (_6).

The same process is with the ticket priorities.

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Private staff notes https://help.adlis-weiyin.com/private-staff-notes/ Fri, 10 Mar 2017 20:48:08 +0000 https://help.adlis-weiyin.com/?p=554 To add private ticket note open the ticket and click on the Notes tab from on top. Ticket notes are only visible to staff members so they can collaborate together if multiple assistance is required.

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To add private ticket note open the ticket and click on the Notes tab from on top.
Ticket notes are only visible to staff members so they can collaborate together if multiple assistance is required.

private staff notes

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Allowed file extensions https://help.adlis-weiyin.com/allowed-file-extensions/ Fri, 10 Mar 2017 20:46:26 +0000 https://help.adlis-weiyin.com/?p=551 For the support feature allowed file extensions are separated from the global system allowed file extensions. To configure the support ticket file extensions navigate to Setup->Settings->Support-> Allowed file extensions. The file extensions added will apply also when the ticket is auto imported from Email Piping or IMAP.

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For the support feature allowed file extensions are separated from the global system allowed file extensions.

To configure the support ticket file extensions navigate to Setup->Settings->Support-> Allowed file extensions.

The file extensions added will apply also when the ticket is auto imported from Email Piping or IMAP.

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Maximum ticket attachments https://help.adlis-weiyin.com/maximum-ticket-attachments/ Fri, 10 Mar 2017 20:45:33 +0000 https://help.adlis-weiyin.com/?p=548 Go to Setup -> Settings -> Tickets -> Maximum ticket attachments to adjust maximum tickets attachments.

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Go to Setup -> Settings -> Tickets -> Maximum ticket attachments to adjust maximum tickets attachments.

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Knowledge Base Link https://help.adlis-weiyin.com/knowledge-base-link/ Fri, 10 Mar 2017 20:43:17 +0000 https://help.adlis-weiyin.com/?p=540 When replying or opening ticket click on the button Insert knowledge base link. A popup modal will be opened you only need to click on the plus icon to insert into the reply field, the link will be inserted where your cursor currently is pointed in the reply area edit.

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When replying or opening ticket click on the button Insert knowledge base link.

A popup modal will be opened you only need to click on the plus icon to insert into the reply field, the link will be inserted where your cursor currently is pointed in the reply area edit.

knowledge base

If Setup -> Settings -> Customers -> Use Knowledge Base is set to No you wont be able to use this option.

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Predefined Replies https://help.adlis-weiyin.com/predefined-replies/ Fri, 10 Mar 2017 20:40:50 +0000 https://help.adlis-weiyin.com/?p=535 Setup some predefined replies that you are using very often so you wont need anymore to type it again and again. Go to Setup -> Support -> Predefined Replies. When replying or opening to ticket click on the button Add predefined reply. A popup modal will be opened you only need to click on the plus icon […]

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Setup some predefined replies that you are using very often so you wont need anymore to type it again and again.

Go to Setup -> Support -> Predefined Replies.

When replying or opening to ticket click on the button Add predefined reply. A popup modal will be opened you only need to click on the plus icon to insert into the reply field.

predefined replies

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