Ticket Configuration

This document will explain you how to configure / use Advanced CRM Trouble Ticketing system
 
Pre-requisites :
Following are very important points to keep in mind, while configuring Ticketing:
1. There must be at least one department added in CRM system.
2. The department must be allowed/checked for Ticket. Click Here for help
3. The department must be configured properly. Click Here for help
4. At least one user must be attached to that department. Click Here for help
5. The user must have at least one email address.
6. In case of Services based Ticketing system, make sure that ticket service is in running condition.
Getting Started :
These are the steps while getting started Advanced CRM Ticketing:
1. Select Ticketing scenario: Click Here for snapshot and help
 
a. Service Based [ Not available in Basic Version ]
  In service based, CRM system automatically downloads the department email(s) and then process it immediately. You dont need to logon to CRM Web interface to process the mail.
User of the CRM system can reply from their own email client e.g. Outlook Express etc.
b. Web Based
  In web based, You need to logon to CRM System.
2. Ticket Creation:
 
a. Through Website
  Post Query, Contact us, Feedback etc. forms can be associated with ticketing system.
b. On Advanced CRM system
  A list of different forms like Callback, Post Query, Contact etc. is also available on CRM Login ( default ) screen.
Related Links :
Advanced CRM - Working for your success