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CRM Module Enhancements

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We’re improving our CRM module to make ticket management and communication more efficient across different organizational levels. Here’s what’s being updated and how it benefits you:

  • Sub-level users, such as Resellers and Companies, can now submit tickets to their direct upper-level management.
  • Notifications will be sent only for tickets created and responded to by direct subordinate users.
  • For example, Admins will get notifications for tickets submitted by Resellers.
  • Resellers will get notifications for tickets submitted by Companies.

Notification Content: #

For convenience, ticket creation and responses will be marked in notification headers and subjects.

Enhanced Ticket Filtering: #

Introducing new filtering options to simplify ticket management.

  • “My Tickets”: Tickets submitted by users at the current level to their upper-level management.
  • “Tickets to Me”: Tickets assigned to the current level user by their direct subordinates.
  • “Others”: Tickets from Companies directed to their respective Resellers.

Ticket Card View: #

  • Adding Assignee and Created By Information: The existing card view will now include details about the assignee and the creator of the ticket.
  • Show/Hide Options: Options to show or hide information will be available based on the user and tab selection.
  • Close Button: A close button has been added at the ticket level, allowing users at higher levels of the hierarchy to close tickets.

Source Information: #

  • Adding Source Information: Source details will be included in the backend tables to differentiate between tickets originating from web and mobile platforms.

Language Translation: #

  • Ensuring Language Translation: New labels will be translated to ensure consistency across different languages.

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