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

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

Default search updated with name, customer,multi-user, assigned to user, email, email subject, mobile number fields.

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

Configuration to give attachment size limit on portal.

Alert comes when attachment size larger then configuration.

First, choose a timezone.

Based on timezone create date and last update date comes.

Create date and last update date at the portal.

When direct/inbound email comes then the email subject shows in the form view.

When direct/inbound email comes then the email subject shows in the kanban view.

Enable "Get email when customer view ticket?".

When customers see tickets from portal then email notification goes to assigned user.

We have updated the counter tiles click records list.

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 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.

Ticket PDF report with the products.

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

'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.

You can update multiple tickets using "Mass-Action". You can update assigned to person, stage, assign multi-user & add/remove 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.

"Helpdesk Ticket" created.

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.

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

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 sale orders of that ticket using the "sales" smart button.

So, from that sale order, 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.

"Helpdesk Ticket" created.

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.

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.

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

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

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.

"Helpdesk Ticket" created.

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.

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.

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

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.

"Helpdesk Ticket" created.

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

It opens tickets Kanban view.

Created ticket form view looks like this.

You can filter tickets invoice 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.

Start and End Date fields read only for user groups so Start & End Date edit by project/timesheet manager only.

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 timer.

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.

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

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

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.

"Helpdesk Ticket" created.

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

It opens tickets Kanban view.

Created ticket form view looks like this.

You can filter tickets invoice 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.

Start and End Date fields read only for user groups so Start & End Date edit by project/timesheet manager only.

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 timer.

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".

Ticket form view, you can see tasks from the ticket form view.

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.

The assigned task with extra information.

A colorful dashboard appears as below.

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

Customer ratings visible to only manager & team leader.

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.