Ticket Configuration

These switches turn certain functions on and off for the system. Be sure to hit the Save icon after any changes are made.

 

 

Log a Ticket Interface
Action Note Visibility Collapsed Initial Action note not visible when Log a Ticket pop up appears
Expanded Initial Action note visible
Timeline Visibility Collapsed Timeline is collapsed and not visible
Expanded Timeline is visible on the right side of the Log a Ticket pop up

Show Team Selection (on Log A Ticket Interface)

Enabled

Team drop down will appear on the log a ticket page

Disabled

Team drop down does not appear as an option

  Default to Your Team Enabled Ticket will default to the team assigned to the person logging the ticket.
Disabled Ticket will not necessarily default to the team assigned to the person logging the ticket

Show Client Type Selection (on Log A Ticket Interface)

Enabled

Client Type drop down will appear on the log a ticket page

Disabled

Client Type drop down does not appear on the log a ticket page

End User Selection Method Client/End User Dropdowns Select by Client, then End User
User Fynd - Type to Search Uses User Fynd system. (Ships with this option active)

Confirm Flagged Notes on Log a Ticket (popup)

Enabled

When a new ticket is logged, and the Client Contact is flagged, a pop up box with flagged notes will appear if notes are present

Disabled

When new ticket is logged, and Client Contact is flagged, flagged notes will be shown below the Client information drop downs.

 

Internal Auto-Assign Ticket

Enabled

When logging a ticket internally, it will automatically log the ticket to the Assigned Staff as set in the Project Ticket Assignments for the client's project

Disabled

When logging a ticket internally, it will assign the ticket to the person logging the ticket.

Support Staff Can Close Ticket Enabled Any level of Support staff can close tickets
Disabled User level cannot close tickets
Require Ticket Ownership to add Actions Enabled Must be assigned to ticket to add an action
Disabled Can add actions if not assigned to ticket.
Recalculate Due Date when Ticket Reopened Enabled Recalculate date based on amount of time left on SLA after a ticket has been reopened
Disabled Sets date based on the reopened date.
Enable Associated Contacts for Dropdown Associate additional end users to tickets. Select from list of Client Type, or check Select All to have all types available. Uncheck if you want no Associated Contacts
Capture Associated Contacts on Append:

Check box/ 

Dropdown

If checked, any emails into a ticket, which contain an email in the CC: field not previously there will be added as an Associated Contact.

Use the dropdown to select the Client Types to use this feature when active.

Show Associated Contacts on Self Service Check box If checked, Associated Contacts option will be available to users of the SSI; if unchecked, they will not see the option.

Add/Edit End User

Access Level or Team Allows selected staff to add or edit End Users.
     
General Settings

Show Paging for Ticket History

Enabled

Allows for large tickets to show a selected number of actions per page

Disabled

All actions for the ticket will be visible

Page Size Slider Select the number of tickets per page. Slider ranges from 10 to 100.
Ticket Reassign Method Drag & Drop Provides a drag-and-drop functionality to Ticket Reassign.
Classic Uses arrow keys to move staff to or from Unassigned to Assigned

Secondary User Classification

Drop Down selection

Sets the secondary classification for the Contact Search on the Home Page, so the list  for client contact is in alphabetical order by name and then by the secondary classification selected.

Sort Check sort, and select Ascending or Descending from the drop down.

New Ticket Time

Hours

Number of hours a ticket shows as new (Green) on the Home Page

At Risk - % from due

Percentage

Sets the amount of time from the due date. When this time is reached, the ticket turns yellow, or at risk of going late. If you don't wish this to function in this way, simply set the percentage to 0.

Display MS OCS/Skype Presence*

Enabled

Shows a user's IM status in the Ticket Monitor and within Action Notes.

Disabled

IM status not visible

Ticket Hierarchy (Parent/Child feature)

Enabled

Allows Parent/Child tickets to be logged

Disabled

Parent/Child is not available as an option within a ticket

Ticket Hierarchy list mimics current homepage view

Enabled

Sorts Parent tickets to mimic the current homepage layout - i.e. grouped by due date, client, state, etc.

Disabled

Tickets will sort as normal.

Show time warning on Child Tickets Enabled Shows warning user is logging time against a Child ticket and to ensure it has not been accounted for in the Parent.
Disabled Warning is disabled

When Ticket is Closed

Go to Ticket Details page

Will go to the ticket details of the closed ticket.

Go to Homepage

Will go to user's homepage when the ticket is closed.

Starred Tickets Access Level or Team Allows selected staff to star tickets on their home page. Also can be set in Permissions area.
Flagged Tickets Access Level or Team Allows selected staff to flag tickets. Also can be set in Permissions area.
Set Ticket Due Date Access Level or Team Allows selected staff to edit a ticket to change the due date. Also can be set in Permissions area.
Delete Ticket Access Level or Team

Allows selected staff to Delete tickets

NOTE: This can be overridden on a project by project basis if needed. This is found in the Project Details area for the client.

 

 

*If visible, you will be able to click on the presence button and send an email, IM or ticket, depending on how your internal systems are set. Works with Microsoft Lync Server.