Tickets

Config ➝ Tickets ➝ Tickets

tickets icon

Tickets

In this section you can configure the sender details for ticket notifications.

Please note that email sending must be configured under Config ➝ Main ➝ Email first.

Tickets

  • Send emails - if this option enabled, Splynx will send notifications when tickets are updated;
  • Send attachments to emails - if this option enabled, attachments in ticket messages will also be sent in the notifications;
  • Sender name - name of sender;
  • Sender email - email address of sender. Email sending for this address must be configured under Config->Main->Email;
  • Copy email - send copies (a “carbon copy”) of all emails to this address;
  • Send notifications to the admin panel (if online) - if this option enabled, admins will receive a notification when they are online on the admin page of Splynx.
  • Limit of additional fields - how many of not hidden additional fields will be counting
  • Enabled scheduled auto-assigning - enable scheduled auto-assigning for tickets
  • Select project from scheduling - the option to select the project from which scheduled tasks will be used to auto-assigning admins to tickets. Note: The task(-s) should be created and scheduled or admin/group in order to select this admin/group to auto-assignment by scheduled time.
  • Default admins for auto-assigning tickets via the schedule - admin user account(-s) selection for auto-assigning tickets outside the scheduled task time.

Scheduled auto-assigning example:

Let's imagine a situation where you (administrator "splynx") are the lead-support engineer. You have another support engineer (administrator "admin") and you've started to use shifts. The administrator "splynx" will work from 09:00 to 14:00 and all tickets will be assigned to him, and the administrator "admin" will work from 14:00 to 23:00 and "splynx" admin doesn't want to re-assign all tickets to "admin" while he is not working. For this purpose we have a feature scheduled auto-assigning of tickets for a time period, and it can be configured to auto assign all tickets to the administrator "admin" from 14:00 to 23:00.

Auto assign

First of all a project must be created under Scheduling ➝ Projects and an admin must be selected as the default admin (all tickets will be assigned to him).

Then to make all tickets assigned to the administrator "admin" you have to create a task Scheduling ➝ Tasks under your project which you are using.

Scheduled auto assign

Select the correct project, create a descriptions, assign it to the admin which will receive all tickets and the most important - enable the option "Is scheduled". In this example, it's scheduled from 14:00, for 9 hours so from 14:00 to 23:00, all tickets will be assigned to "admin" and after 23:00 "splynx" will receive all tickets again.

Ticket assignment

Admins for auto-assigning tickets can be configured here.

Auto assign

  • Admins available for auto-assigning tickets - select an admin(-s) available for auto-assigning;
  • Sending notifications - there are 2 options available:
    • Random admin (will be assigned to a random admin) - notification will only be sent to the admin who receives the ticket (admin from available list) and the ticket will be assigned to this admin;
    • All available admins (will not be assigned to anyone) - all admins will receive a notification but the ticket will not be assigned to anyone.

Example:

  • If you select the admin account (-s) in the field Admins available for auto-assigning tickets, choose the option All available admins (will not be assigned to anyone) in the field Sending notifications and select Any groups in Default ticket group section, and after that customer creates ticket from Portal - the notifications will be sent to all admin account (-s) from the field Admins available for auto-assigning tickets and to customer as well.
  • If the specific group is selected in Default ticket group section and a ticket from Portal is created - the notification will be sent only to the admins in that group (Ticket assigned (message to group) notification is enabled) and to the customer who created a ticket.

More example at the bottom of this page.

Tickets link status with action

The configuration of ticket statuses. Custom statuses can be added/removed under [Config ➝ Support ➝ General ticket configuration ➝ Ticket statuses]()

Ticket statuses

  • On creating - sets the status to "New" when a ticket is created;
  • On opening - when the ticket was closed, and re-opened, it sets the status to "Work in progress";
  • On closing - when a ticket is closed, it sets the status to "Resolved";
  • On customer reply - when a customer replied to a ticket, it sets the status to "Waiting on agent";
  • On agent reply - when an admin replied to a ticket, it sets the status to "Waiting on customer".

Default ticket type

The configuration of default ticket types after creation. Custom ticket types can be added/removed under Config ➝ Support ➝ General ticket configuration ➝ Ticket Types

Ticket default type

Default ticket group

  • Select default group for tickets from API - the option to choose the default group when API is used for tickets

  • Select default group for tickets from Portal - the option to choose the default group for tickets created from Portal

Default ticket group

Use cases

Assign the ticket to group of administrators

usecase1

or

usecase2

In this case the ticket will be assigned to IT group, notification will be sent to all admins from IT group. No matter if some admins are selected in the "Admins available for auto-assigning tickets" field. A group must be specified.

Assign the ticket to some administrator

usecase4

With this setup ticket will be assigned to one of selected admins in the "Admins available for auto-assigning tickets" field also a notification will be sent to this admin.

The most popular setup is when the only 1 admin is selected in the "Admins available for auto-assigning tickets" field and all tickets will be assigned to this admin, then this administrator can decide to whom assign specific ticket.

Do not assign ticket to administrator but notify

usecase5

In this example ticket won't be assigned to the administrator but admins selected in the "Admins available for auto-assigning tickets" field will be notified.

Below you can find an example when a ticket will be assigned to the IT group and only administrator from IT group will get a notification. In this case administrators selected in the "Admins available for auto-assigning tickets" field won't get a notification because they are not in "IT" group:

usecase

To find out more about ticket groups please visit this page

In ticket notifications configuration you should pay attention to the "Scope" what each admin has. You can find this settings under Administration/Administrators. You may face issues when some administrator has scope = "Global" and you assign ticket to a group, in this case this admin won't receive a notification because of global scope.