When ticket is created that time customer will notify via email.

When ticket is created that time assign user will notify via email.

When you click on the 'Reply' button on the form, this wizard will appear where you can set an email template as per reply. In Email, there is one link 'View Ticket', Where customer can see the ticket status.

'Replied Date' added after reply and replied status will change 'Staff Replied'.

While ticket is closed, customer will notify via email with feedback link. click on link.

After click on link customer will see this view, where customer give feedback with comment.

Thank you message after submit feedback.

Customer feedback.

Customer ratings visible to only manager & team leader.

A colorful dashboard appears as below.

Go to the Helpdesk Stages form view and set the color you wish to display on the dashboard.

When stage is staged then add line here.

Ticket PDF report looks like below.

Go to the users and enable the 'Mass Ticket Update' option.

From view of the ticket before updating it's details.

Select the tickets and click 'Mass Update Ticket' from the action button.

After that, the 'Mass Update Ticket' wizard will appear.
Fill the details and click on the 'Done' button.

Here, you can see that the ticket details have been updated.

View of the ticket with the updated details.

You can start the activity timer directly from the Kanban view by clicking the 'Start' button.

You can see that the ticket timer for 'Mitchel Admin' has started.

You can see that the ticket timer for 'Jerry' has started for the same ticket.

In the ticket form view, the running timer is visible in the timesheet tab.

Assign the ticket to another user, 'Doe'.

Start the ticket timer by clicking the 'Start' button.

You can see that three users started the same ticket timer simultaneously.

Select the tickets and click 'Merge Ticket' from the action button.

After that, the 'Merge Ticket' wizard will appear.
Fill the details and click on the 'Merge' button.

Here, you can see that a new ticket has been created, and the selected tickets are closed.

Select the tickets and click 'Merge Ticket' from the action button.

If you try to merge tickets from different partners, a warning pop-up will appear.

Set the 'Reminder Due Date' and 'Ticket Reminder' in the ticket.

Schedule actions.

Reminder pop-up looks like below.

Reminder email looks like below. Click on the 'View' button to view that ticket.

Ticket view looks like below.

Go to the helpdesk setting and enable the 'Manual Add Timesheet' feature.

Form view of the ticket. Add the timesheet in the timesheets tab.

Configuration to give attachment size limit on portal.

Alert comes when attachment size larger then configuration.

Schedule activity in helpdesk ticket form view.

Whenever any customer/staff replied, the stage changes according to configurations. You can find tickets easily by customer/staff reply based on tags.

'Auto Update Replied Status & Replied Date Based On Customer/Staff Replied To Ticket'.

We have updated the auto-close mechanism based on the last replied date of staff.

'Ticket Close' information will added here.

Customer ratings visible to only manager & team leader.

You can filter tickets by creation date.

You can search tickets by product name from the search bar.

We were by default adding customers as followers on ticket create, to make this better we have given configuration to on/off these auto-add followers.

Chat with customer in chatter.

Tick security group "CRM Helpdesk Ticket" to generate lead/opportunity directly from the helpdesk ticket as well generate a helpdesk ticket from the lead/opportunity.

"Helpdesk Ticket" form view, press the "Create Lead" button to create lead directly from the helpdesk ticket.

After that one wizard opens, fill the details then press the "Save" button.

Now, from the ticket, you can see generated leads of that ticket using the "Leads" smart button.

So, from that leads, you can see tickets of that lead using the "Tickets" smart button.

"Helpdesk Ticket" form view, press the "Create Opportunity" button to create an opportunity directly from the helpdesk ticket.

After that one wizard opens, fill the details then press the "Save" button.

Now, from the ticket, you can see generated opportunities of that ticket using the "Opportunities" smart button.

So, from that opportunities, you can see tickets of that opportunity using the "Tickets" smart button.

You can create a helpdesk ticket from the lead/opportunity using the "Create Ticket" button.

After that one wizard opens, fill the details and save it.

You can see tickets of that lead/opportunity using the "Ticket" smart button.

It opens tickets Kanban view.

Created ticket form view looks like this.

You can filter tickets lead/opportunity wise.

You can filter lead/opportunity ticket wise.

Tick security group 'Sale Helpdesk Ticket' to generate a quotation/sale order directly from the helpdesk ticket as well generate a helpdesk ticket from the sale order/quotation.

Go to the helpdesk settings and tick 'Manage Products'.

'Helpdesk Ticket' form view, press the 'Create Sale Order' button to create a quotation/sale order directly from the helpdesk ticket.

If you you try to create a SO without selecting a product then this error will appears.

Select products and click on the 'Create Sale Order' button.

After that one wizard opens, fill the details and save it.

You can see sale order/quotation of that ticket using the 'Sales' smart button.

You can see tickets of that sale order/quotation using the 'Tickets' smart button.

You can create a helpdesk ticket from the sale order/quotation using the 'Create Ticket' button.

After that one wizard opens, fill the details and save it.

You can see tickets of that sale order/quotation using the 'Tickets' smart button.

It opens tickets Kanban view.

Created ticket form view looks like this.

You can filter tickets sale order wise.

You can filter sale order ticket wise.

Form view of the helpdesk ticket, Click on the print'Helpdesk ticket' from the action buton.

Ticket PDF report with the products.

Tick security group 'Purchase Helpdesk Ticket' to generate a request for quotation/purchase order directly from the helpdesk ticket as well generate a helpdesk ticket from the purchase order/request for quotation.

Go to the helpdesk settings and tick 'Manage Products'.

'Helpdesk Ticket' form view, press the 'Create Purchase order' button to create a request for quotation/purchase order directly from the helpdesk ticket.

If you you try to create a PO without selecting a product then this error will appears.

Select products and click on the 'Create Purchase Order' button.

After that one wizard opens, fill the details and save it.

Now, from the ticket, you can see generated purchase orders of that ticket using the 'purchases' smart button.

So, from that purchase order, you can see tickets of that purchase order/request for quotation using the 'Tickets' smart button.

You can create a helpdesk ticket from the purchase order/request for quotation using the 'Create Ticket' button.

After that one wizard opens, fill the details and save it.

You can see tickets of that purchase order/request for quotation using the 'Ticket' smart button.

It opens tickets Kanban view.

Created ticket form view looks like this.

Form view of the helpdesk ticket, Click on the print 'Helpdesk ticket' from the action buton.

Ticket PDF report with the products.

You can filter tickets purchase order wise.

You can filter purchase order ticket wise.

Tick security group 'Invoice Helpdesk Ticket' to generate invoice directly from the helpdesk ticket as well generate a helpdesk ticket from the invoice.

Go to the helpdesk settings and tick 'Manage Products'.

'Helpdesk Ticket' form view, press the "Create Invoice" button to create invoice directly from the helpdesk ticket.

If you you try to create a invoice without selecting a product then this error will appears.

Select products and click on the 'Create Invoice' button.

After that one wizard opens, select customer, products, and fill other details then press the 'Save' button.

Now, from the ticket, you can see generated invoices of that ticket using the 'Invoices' smart button.

So, from that invoice, you can see tickets of that invoice using the 'Tickets' smart button.

You can create a helpdesk ticket from the invoice using the 'Create Ticket' button.

After that one wizard opens, fill the details and save it.

You can see tickets of that invoice using the 'Ticket' smart button.

It opens tickets Kanban view.

Created ticket form view looks like this.

Form view of the helpdesk ticket, Click on the print 'Helpdesk ticket' from the action buton.

Ticket PDF report with the products.

You can filter tickets purchase order wise.

You can filter invoice ticket wise.

Tick the security group 'Helpdesk Ticket Timesheet'.

Enable the 'Default Description In Timesheet' to add the default description in the timesheet, and then select default project. Enable 'Multiple Ticket Allowed' to start multiple tickets timer at a time.

You can filter tickets by 'Running Ticket' which shows which ticket timer is running.

Now we start the timer of the other ticket.

So if you have enabled the 'multiple ticket' group then you can start multiple tickets timer simultaneously.

Timesheet entry will look like this, currently one timesheet entry in the ticket.

Now we press the 'End Ticket' button to end the timer, you can end the timer as well from the list view using the 'End' button.

After that one wizard opens, It will automatically add a default description entry when you end the time

So now after the end timer, our ticket timesheet entry is updated.

Now we disable the 'Multiple Ticket Allowed' group.

Currently, one ticket timer is running, and start the timer of the other ticket.

So it shows a warning because we have disabled the 'Multiple Ticket Allowed' group.

Go to users & companies and tick 'Helpdesk Task'.

You can attach multiple attachments to the ticket.

Press the 'Create Task' button to create a task from the ticket.

You can assign tasks with responsible persons with the task description.

It moves information, attachment, etc of the ticket to the task.

After creating a task, you can see the created task number on the right side of the ticket.

Tasks kanban view.

The assigned task with attachments, information & you can see that task ticket at the right side of the task.