Tickets Module
Introduction
The term “Tickets” are used in CRM services to refer to the documents that are associated with customer requests and interaction over a specific time. Tickets can be helpful in providing the customers with effective services and in taking proper care of the issues that the potential customers have been facing. Hence, the organisations need to manage the tickets without allowing any error for enhancing the “Customer-Company” relationship. Tactic helps the organisations in executing the same by providing them with a service of ticket management with ticket module. Ticket module of Tactic provides a service of creating tickets that are important in business.
Installation
There is no need of installing this module, as it is already included within Tactic services.
Setup
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.
Creation of a new ticket
For creating a new ticket the users need to go the Ticket menu and choose the New Ticket option. Tickets can be modified from the Modify option. Tactic provides an option of creating an intervention directly from the tickets as well. Tickets can be deleted from Delete option as well.
You can even add tags to your tickets to make it simple to resolve issues by the type of it. Messages are usually shown on the ticket card. Once you add messages to a ticket, those are shown in the ticket card.
Creation of a ticket, but in public interface
Tactic has looked forward to enhance the users’ experience by providing them with the opportunity of creating tickets from the public interface with the assistance of captcha. The users can also protect the public page with captcha. For executing this the users need to go to the Home tab and then choose the option of settings, after that security. The users can set switches to for captcha on public pages.