Ticket Setup
Use the Ticket Setup submodule to configure your WorkBook ticket system and allow users to submit support tickets that are tied to jobs. This submodule 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 in the Ticket Setup submodule in the Settings module to view and match clients to a default support ticket job. You create support ticket jobs in and then select the Support Ticket Job check box in . - Email Import Recognition Rules
Use Email Import Recognition Rules in the Ticket Setup submodule in the Settings module to configure recognition rules that filter email messages that are imported into your WorkBook account and create tickets that are 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 in the Ticket Setup submodule in the Settings module to configure categories that you can use to filter tickets. You can add and remove ticket categories. - Ticket Quick Create
Use Ticket Quick Create in the Ticket Setup submodule in the Settings module to configure quick ticket templates. You can add and delete quick ticket templates. You can also upload, edit, and download the briefings of selected quick ticket templates. - Ticket Service Lines
Use Ticket Service Lines in the Ticket Setup submodule in the Settings module to configure service lines that you can use to categorize tickets. You can create and remove ticket service lines. - Ticket Statuses
Use Ticket Statuses in the Ticket Setup submodule in the Settings module to configure variations of ticket statuses. You can create and remove ticket statuses. - Ticket Types
Use Ticket Types in the Ticket Setup submodule in the Settings module to configure ticket types and sort them by color codes and default priority. You can create, remove, and merge ticket types.
Parent Topic: Settings