Ticket Setup
Use the Ticket Setup module to configure your WorkBook ticket system and allow users to submit support tickets that are tied to jobs. The module contains the following submodules:
- Default Ticket Support Job Setup
- Email Import Recognition Rules
- Ticket Categories
- Ticket Quick Create
- Ticket Service Lines
- Ticket Statuses
- Ticket Types
- Related Topics:
- Default Ticket Support Job Setup
Use Default Ticket Support Job Setup under Settings to view and match clients to a default support ticket job. You can create support ticket jobs in and then select the Support Ticket Job check box in . - Email Import Recognition Rules
Use Email Import Recognition Rules under Settings to configure recognition rules that will filter email messages imported into your WorkBook account and create tickets based on the selected preferences. You can add, delete, and enable the active status of recognition rules. You can also enable the automatic creation of tickets from imported email messages. - Ticket Categories
Use Ticket Categories under Settings to configure categories that can be used to filter tickets. You can add and remove ticket categories. - Ticket Quick Create
Use Ticket Quick Create under Settings to configure quick ticket templates. You can add and delete quick ticket templates. You can also upload, edit, and download the briefing of selected quick ticket templates. - Ticket Service Lines
Use Ticket Service Lines under Settings to configure service lines that can be used to categorize tickets. You can create and remove ticket service lines. - Ticket Statuses
Use Ticket Statuses under Settings to configure different variations of ticket statuses. You can create and remove ticket statuses. - Ticket Types
Use Ticket Types under Settings to configure different ticket types and sort them by color codes and default priority. You can create, remove, and merge ticket types.
Parent Topic: Settings