Customer Support How tos
From vtiger.com
| Sales Force Automation | Back to Home | Inventory Management |
[edit] How to intergrate the customer portal into a website
I would like to know how other vtiger users have importated vtiger into their website?
Ans:
[edit] How to turn off notifcation
Ans:o disable this kind of notification about incomplete tasks, the following steps will help you:
1.Under the settings module, click on the Notification scheduler option 2.Here, you can see the "delayed Task Notification" 3.Now, you can click on the "tools" option and select the "inactive" status from the list. 4.Click on save to update your changes.
This will stop the repeated notification mailers you have been receiving. Please let us know if this has resolved your issue.
[edit] How to respond to helpdesk ticket?
ANS: I would say thru comments everytime the customer insert a comment it appends to the ticket and vis versa within the support center. how every their would have to be a refresh button or script put place to auto check for updates to the ticket, without refreshing the screen
[edit] How to create a tag for trouble ticket
Ans: 1.Select the trouble ticket 2.Click over the " Add tag "option 3.It opens the box where you can fill the tag name 4.Click on the Tag it button.
This tag name is also visible on the home page under the tag cloud.
[edit] How to NOT show ANY Products in Customer Portal
I want to use the Customer Portal strictly as a FAQ for my services and as a Trouble ticket system. I want the Products gone from the customer Portal. Also, which file would I change for the heading not it says Customer Portal, what if I want to say something like My company's customer portal?
Ans: Open the following file within the customer portal directory. [Customer Portal path]/Ticket/NewTicket.php
Either comment it out with a PHP comment tag or remove the code. I personally commented it out, to do that just add <? /* in front of <tr> on line 83 and */ ?> at the end of </tr> on line 100
On line 83 you will see the following code:
<tr> <td class="dvtCellLabel" align="right" width="20%">Product Name</td> <style> @import url( css/dropdown.css ); </style> <script src="js/modomt.js"></script> <script src="js/getobject2.js"></script> <script src="js/acdropdown.js"></script> <script language="javascript">var products = new Array(<?php echo $productarray; ?>)</script>
<td class="dvtCellInfo" width="20%"> input class="dropdown" autocomplete="off" name="productid" id="inputer2" style="width: 135px;" acdropdown="true" autocomplete_list="array:products" autocomplete_list_sort="false" autocomplete_matchsubstring="true"> </td> <td class="dvtCellInfo" width="20%"> </td> <td class="dvtCellInfo" width="20%"> </td> </tr>
[edit] Is it possible per access rights to let users only see some contacts and not all?
Ans:
[edit] In Trouble Tickets, why Ticket ID are not sequential (76, 82, 110, 111))?
Ans: The Ticket IDs are not in sequence because the IDs will be generated for every ticket, account,contact and lead, which will inturn change the ID sequence of the next ticket created. However, we are looking into possibilities of sequencing the Ticket IDs, we will keep you updated on this.
[edit] Can a Problem ticket be numbered?
You can refer to it by its ID number (the Ticket ID column in list View). However, you can't see the ID number in Detail view. At the moment i'm on list view but it seams that there is no column named Ticket ID Bold text