To add or edit the Ticket Types or templates added in VISP Go to the menu. Click on CRM tab. Go to Ticket Types Select a Ticket Type or Click on Add to create a new one. Add a label in the Ticket Type field. Setting up Your Ticket Type Add a summary. Once the CRM...
Service Desk
View existing tickets, schedule calendar events, and your Kanban board. Go to your left-sidebar and select Service Desk.
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Service Desk Tickets
To add tickets to a customer, follow these steps: Click on the plus sign + In the Subscriber field, type the ID or name, email, or phone number of the customer. Alternatively, you can go to the subscriber's list Select a subscriber. Click on the plus sign + in the...
Send Service Ticket Emails
To send email notifications or replies to your customers' service tickets, first enable the Email option in the Messaging Service. Click on the Pencil icon and toggle Enable Email In the Email From Options field, enter an email address following this format:...
Ticket Types
For UBO or desktop (Java) version, refer to this link. Creating templates for common types of service calls can streamline the time it takes to create and resolve tickets for your subscribers. Here’s how to add a new Ticket Type: Go to Main Menu > CRM > Ticket Types....
Service Desk
It’s no secret: subscribers love customer service that’s fast and efficient. But there’s always that big question of exactly how you can provide excellent customer service without getting frazzled or having to spend a ton. With the Service Desk feature, it’s...