Demo video: Helpdesk & Sale Integrator
What it does
- During the sales process, customer problems may require the support from other departments besides the sales department.
- This feature allows customers or salesperson to create support tickets to other departments on the Sales Order view.
Key Features
- Link SO to the Tickets created from this SO.
- Link Tickets to SO if this Tickets has been created from SO.
- Allow customers to create Tickets directly from the Portal and track the progress of work on Tickets.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_helpdesk_sale.
- Press Install.
Instruction
Instruction video: Helpdesk & Sale Integrator
1. Manage the number of support tickets generated from the quotation, and sales orders.
- On the Quotation/Sales order view, an additional button will be displayed to statistic the number of Tickets.
- On the support tickets interface will add the related Sale order field.
2. Allow customers (with a portal user account) to create support tickets directly from the portal on sent quotations or sales orders.
3. Customers track the support processing from the portal user interface.
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