SlideShare a Scribd company logo
1 of 11
MAGENTO
YTICKET
“Yticket” User Guide
Version: 1.0.0
Website: http://magenkit.com/magento-plugins/yticket.html
Support: support@magenkit.com
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 2
Table of Content
Introducing Yticket .................................................................................. 3
Setup ..................................................................................................... 4
Configuration .......................................................................................... 5
Tickets management................................................................................ 6
Departments management...................................................................... 10
Permissions management ....................................................................... 11
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 3
Introducing Yticket
Yticket, a practical help desk and customer support software solution. Reduce chaos and
bring order to your support process with a robust support ticket system for Magento.
Yticket automatically assigns a unique ID to each issue: a support ticket is born. Not all
issues are of equal importance. Yticket allows you to prioritize tickets by urgency, organize
them into departments and filter them in other easy, convenient ways.
With Yticket, a support request receives a response within 2 hours. Your customers will be
impressed!
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 4
Setup
The module installation is very simple:
1.! Go to your Magento Admin Panel and disable cache
2.! Unzip package on your computer
3.! Log in to magento website via ftp
4.! Upload "app" folder in your magento site root
Check if module work:
1.! Go to your Magento Admin Panel
2.! Go to System → Configuration → Magenkit section → Yticket
If the module doesn’t work refresh the cache
If you use a different from default theme - be sure to rename
app/design/frontend/default/default folders to your store's values.
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 5
Configuration
The module Yticket provide a configuration panel from which it is possibile to set:
•! the email address where notifications will be sent (among those defined in magento
store mail addresses)
•! the page title of customer request support (frontend view)
•! title of infobox(*)
•! content of infobox
(*): The infobox is an extra space in request support page that provide additional
information to customer. If the infobox content is empty, it will not be displayed.
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 6
Tickets management
To view tickets list choose from the backend menu Magenkit -> Yticket -> Tickets. You will
see the list of open tickets and processing (filtered default). The status of each ticket may
have values of open, in progress and closed. It can be filtered through the drop down menu
in the head of table.
To open a new ticket click on “New Ticket” button. For manage ticket opened or in
progress click on the corresponding row in the ticket table.
The ticket reply message is a required field. The type of reply may be visible to the
customer or for internal use by choosing from the drop down menu Visible to all or Not
visible for Customer. The Third party email field, if not empty, sends a copy of the answer
or the entire history of the ticket (only if checkbox, Include all replies, is checked). The
“browse” button, of course, allows you to attach a file to your response.
Below, we find ticket settings and a customer data summary. In the Ticket settings section,
you can change ticket status, priority, department and assignee. When a ticket have open
status and is added an answer to it, it will automatically setted of in-progress status.
However you can set it to closed.
The priorities, the department, and the assignee can be modified according to the needs
and the permissions assigned to the various users.
For example, we simulate a response to the ticket opened by the customer John Doe. We
put our response and we set the priorities on high because we have to solve it urgently.
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 7
So, lets fill in the reply, select High from the drop-down menu of the priority field and click
on the Update Ticket button. Perfect! The screen now looks like this:
At first, we note that ticket number next to the date of Last update was replaced by the
previous "No udpates". It appeared the section Replies that will be the container and
subsequent to our customer's feedback. We also note the words "user have" (in orange) just
below our response.
When a user will change the priority, the department or the assignee of the ticket, a
statement similar to this will notify us about the change.
The ticket status changed from open to in-progress, so 'as the priority from low to high. Last
but not least, an e-mail with our response has been sent to johndoe@example.com.
Wonderful, isn't it?
The ticket list now look like this:
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 8
In frontend the customer can follow the progress of its tickets. He will only have to click on
"My tickets", in his account menu, to see the list:
The customer can also choose to open a new ticket or view the order reference for a ticket
already open.
By clicking on the ticket number the customer views the entire ticket history and can send
any replies:
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 9
Each user response, will notoficate e-mail assignee of the ticket.
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 10
Departments management
To view departments list choose from the backend menu Magenkit -> Yticket ->
Departments. By default there are two active departments: Sale Support and Technical
Support.
Their labels can be changed by clicking on the corresponding row. You can also choose to
disable a department by setting “No” the Active field. To add a new department, click on
the "New Department" button.
It 'not recommended to delete the departments if you have already used Yticket for your
customers. The easiest way is to disable the department and create a new one, or, if it's the
first use, rename their labels.
Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 11
Permissions management
To view departments list choose from the backend menu Magenkit -> Yticket ->
Permissions. You can choose to define permissions for each user defined in magento or for
each group of users defined in magento. To define a new user or group permissions, click
on corresponding permissions menu item and click on “Add New” button.
In the groups permissions list, by default, are defined permissions for the administrators
group. The users permission list, however, is empty. Will you define any user permissions.
Clicking on the “Add New” button, will show the following screen:
In the group name dropdown menu, is not available "administrators" group, because it
alredy defined. All permissions for the groups already defined will not be present in the
dropdown menu, as it happens for each user. Just click on one or more departments
(ctrl+click) and then the “save” button, go back to the permissions list. The new rule will
appear.
Now the group vendor is authorized to show and manage Technical Support department

More Related Content

Similar to Magento Trouble Ticketing System Extension

999gps.net tracking platform management guide distributor -20131211
999gps.net tracking platform management guide  distributor -20131211999gps.net tracking platform management guide  distributor -20131211
999gps.net tracking platform management guide distributor -20131211Grayson Zhang
 
Magento 2 Price Alerts Extension By ITORIS INC
Magento 2 Price Alerts Extension By ITORIS INCMagento 2 Price Alerts Extension By ITORIS INC
Magento 2 Price Alerts Extension By ITORIS INCItexus LLC
 
Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.Amasty
 
Points Catalog & Rewards - Magento Extension
Points Catalog & Rewards - Magento ExtensionPoints Catalog & Rewards - Magento Extension
Points Catalog & Rewards - Magento ExtensionToogas Lda.
 
ULIS - EoS Service Customer Relationship Management (CRM)#02062018
ULIS - EoS Service Customer Relationship Management (CRM)#02062018ULIS - EoS Service Customer Relationship Management (CRM)#02062018
ULIS - EoS Service Customer Relationship Management (CRM)#02062018ULIS Technology Private Limited
 
Feedback Pro Extension - User Guide
Feedback Pro Extension - User GuideFeedback Pro Extension - User Guide
Feedback Pro Extension - User GuideBiztech Store
 
Magento 2 Frequently Bought Together
Magento 2 Frequently Bought TogetherMagento 2 Frequently Bought Together
Magento 2 Frequently Bought TogetherMageAnts
 
Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.Amasty
 
Newsletter Popup User Guide (Full version)
Newsletter Popup User Guide (Full version)Newsletter Popup User Guide (Full version)
Newsletter Popup User Guide (Full version)Magebuzz
 
MageMob Cart Android & iOS Application
MageMob Cart Android & iOS ApplicationMageMob Cart Android & iOS Application
MageMob Cart Android & iOS ApplicationAppJetty
 
TFACTS Intake
TFACTS IntakeTFACTS Intake
TFACTS Intakegoozer65
 
ECON|i Software Training
ECON|i Software TrainingECON|i Software Training
ECON|i Software TrainingEconomyModule
 
2020_Freshdesk_Admin & Agent_Fundamentals
2020_Freshdesk_Admin & Agent_Fundamentals2020_Freshdesk_Admin & Agent_Fundamentals
2020_Freshdesk_Admin & Agent_Fundamentalsrapidbounce
 
MageMob Cart Android & iPhone Application to Access Magento Store
MageMob Cart Android & iPhone Application to Access Magento StoreMageMob Cart Android & iPhone Application to Access Magento Store
MageMob Cart Android & iPhone Application to Access Magento StoreBiztech Store
 
Magento 2 Grouped Promotions Extension by itoris Inc.
Magento 2 Grouped Promotions Extension by itoris Inc.Magento 2 Grouped Promotions Extension by itoris Inc.
Magento 2 Grouped Promotions Extension by itoris Inc.Itexus LLC
 
Magento 2 Partial payment and layaway extension for Magento: User Guide
Magento 2 Partial payment and layaway extension for Magento: User Guide Magento 2 Partial payment and layaway extension for Magento: User Guide
Magento 2 Partial payment and layaway extension for Magento: User Guide Milople
 
Magento 2 Newsletter Popup
Magento 2 Newsletter PopupMagento 2 Newsletter Popup
Magento 2 Newsletter PopupMageAnts
 

Similar to Magento Trouble Ticketing System Extension (20)

Docket v1
Docket v1Docket v1
Docket v1
 
Product Participant Guide
Product Participant GuideProduct Participant Guide
Product Participant Guide
 
999gps.net tracking platform management guide distributor -20131211
999gps.net tracking platform management guide  distributor -20131211999gps.net tracking platform management guide  distributor -20131211
999gps.net tracking platform management guide distributor -20131211
 
Magento 2 Price Alerts Extension By ITORIS INC
Magento 2 Price Alerts Extension By ITORIS INCMagento 2 Price Alerts Extension By ITORIS INC
Magento 2 Price Alerts Extension By ITORIS INC
 
Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.
 
Points Catalog & Rewards - Magento Extension
Points Catalog & Rewards - Magento ExtensionPoints Catalog & Rewards - Magento Extension
Points Catalog & Rewards - Magento Extension
 
ULIS - EoS Service Customer Relationship Management (CRM)#02062018
ULIS - EoS Service Customer Relationship Management (CRM)#02062018ULIS - EoS Service Customer Relationship Management (CRM)#02062018
ULIS - EoS Service Customer Relationship Management (CRM)#02062018
 
Feedback Pro Extension - User Guide
Feedback Pro Extension - User GuideFeedback Pro Extension - User Guide
Feedback Pro Extension - User Guide
 
Magento 2 Frequently Bought Together
Magento 2 Frequently Bought TogetherMagento 2 Frequently Bought Together
Magento 2 Frequently Bought Together
 
Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.Customer Activity Log: Magento Extension by Amasty. User Guide.
Customer Activity Log: Magento Extension by Amasty. User Guide.
 
Newsletter Popup User Guide (Full version)
Newsletter Popup User Guide (Full version)Newsletter Popup User Guide (Full version)
Newsletter Popup User Guide (Full version)
 
MageMob Cart Android & iOS Application
MageMob Cart Android & iOS ApplicationMageMob Cart Android & iOS Application
MageMob Cart Android & iOS Application
 
TFACTS Intake
TFACTS IntakeTFACTS Intake
TFACTS Intake
 
ECON|i Software Training
ECON|i Software TrainingECON|i Software Training
ECON|i Software Training
 
2020_Freshdesk_Admin & Agent_Fundamentals
2020_Freshdesk_Admin & Agent_Fundamentals2020_Freshdesk_Admin & Agent_Fundamentals
2020_Freshdesk_Admin & Agent_Fundamentals
 
MageMob Cart Android & iPhone Application to Access Magento Store
MageMob Cart Android & iPhone Application to Access Magento StoreMageMob Cart Android & iPhone Application to Access Magento Store
MageMob Cart Android & iPhone Application to Access Magento Store
 
Sentrifugo user guide 2.1
Sentrifugo user guide 2.1Sentrifugo user guide 2.1
Sentrifugo user guide 2.1
 
Magento 2 Grouped Promotions Extension by itoris Inc.
Magento 2 Grouped Promotions Extension by itoris Inc.Magento 2 Grouped Promotions Extension by itoris Inc.
Magento 2 Grouped Promotions Extension by itoris Inc.
 
Magento 2 Partial payment and layaway extension for Magento: User Guide
Magento 2 Partial payment and layaway extension for Magento: User Guide Magento 2 Partial payment and layaway extension for Magento: User Guide
Magento 2 Partial payment and layaway extension for Magento: User Guide
 
Magento 2 Newsletter Popup
Magento 2 Newsletter PopupMagento 2 Newsletter Popup
Magento 2 Newsletter Popup
 

Recently uploaded

Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...
Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...
Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...stazi3110
 
Engage Usergroup 2024 - The Good The Bad_The Ugly
Engage Usergroup 2024 - The Good The Bad_The UglyEngage Usergroup 2024 - The Good The Bad_The Ugly
Engage Usergroup 2024 - The Good The Bad_The UglyFrank van der Linden
 
chapter--4-software-project-planning.ppt
chapter--4-software-project-planning.pptchapter--4-software-project-planning.ppt
chapter--4-software-project-planning.pptkotipi9215
 
Hand gesture recognition PROJECT PPT.pptx
Hand gesture recognition PROJECT PPT.pptxHand gesture recognition PROJECT PPT.pptx
Hand gesture recognition PROJECT PPT.pptxbodapatigopi8531
 
Advancing Engineering with AI through the Next Generation of Strategic Projec...
Advancing Engineering with AI through the Next Generation of Strategic Projec...Advancing Engineering with AI through the Next Generation of Strategic Projec...
Advancing Engineering with AI through the Next Generation of Strategic Projec...OnePlan Solutions
 
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...MyIntelliSource, Inc.
 
Project Based Learning (A.I).pptx detail explanation
Project Based Learning (A.I).pptx detail explanationProject Based Learning (A.I).pptx detail explanation
Project Based Learning (A.I).pptx detail explanationkaushalgiri8080
 
BATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASE
BATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASEBATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASE
BATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASEOrtus Solutions, Corp
 
The Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdf
The Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdfThe Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdf
The Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdfkalichargn70th171
 
Salesforce Certified Field Service Consultant
Salesforce Certified Field Service ConsultantSalesforce Certified Field Service Consultant
Salesforce Certified Field Service ConsultantAxelRicardoTrocheRiq
 
TECUNIQUE: Success Stories: IT Service provider
TECUNIQUE: Success Stories: IT Service providerTECUNIQUE: Success Stories: IT Service provider
TECUNIQUE: Success Stories: IT Service providermohitmore19
 
why an Opensea Clone Script might be your perfect match.pdf
why an Opensea Clone Script might be your perfect match.pdfwhy an Opensea Clone Script might be your perfect match.pdf
why an Opensea Clone Script might be your perfect match.pdfjoe51371421
 
Adobe Marketo Engage Deep Dives: Using Webhooks to Transfer Data
Adobe Marketo Engage Deep Dives: Using Webhooks to Transfer DataAdobe Marketo Engage Deep Dives: Using Webhooks to Transfer Data
Adobe Marketo Engage Deep Dives: Using Webhooks to Transfer DataBradBedford3
 
Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...
Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...
Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...soniya singh
 
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...harshavardhanraghave
 
Cloud Management Software Platforms: OpenStack
Cloud Management Software Platforms: OpenStackCloud Management Software Platforms: OpenStack
Cloud Management Software Platforms: OpenStackVICTOR MAESTRE RAMIREZ
 
ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...
ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...
ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...Christina Lin
 
Unveiling the Tech Salsa of LAMs with Janus in Real-Time Applications
Unveiling the Tech Salsa of LAMs with Janus in Real-Time ApplicationsUnveiling the Tech Salsa of LAMs with Janus in Real-Time Applications
Unveiling the Tech Salsa of LAMs with Janus in Real-Time ApplicationsAlberto González Trastoy
 
Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...
Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...
Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...MyIntelliSource, Inc.
 

Recently uploaded (20)

Exploring iOS App Development: Simplifying the Process
Exploring iOS App Development: Simplifying the ProcessExploring iOS App Development: Simplifying the Process
Exploring iOS App Development: Simplifying the Process
 
Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...
Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...
Building a General PDE Solving Framework with Symbolic-Numeric Scientific Mac...
 
Engage Usergroup 2024 - The Good The Bad_The Ugly
Engage Usergroup 2024 - The Good The Bad_The UglyEngage Usergroup 2024 - The Good The Bad_The Ugly
Engage Usergroup 2024 - The Good The Bad_The Ugly
 
chapter--4-software-project-planning.ppt
chapter--4-software-project-planning.pptchapter--4-software-project-planning.ppt
chapter--4-software-project-planning.ppt
 
Hand gesture recognition PROJECT PPT.pptx
Hand gesture recognition PROJECT PPT.pptxHand gesture recognition PROJECT PPT.pptx
Hand gesture recognition PROJECT PPT.pptx
 
Advancing Engineering with AI through the Next Generation of Strategic Projec...
Advancing Engineering with AI through the Next Generation of Strategic Projec...Advancing Engineering with AI through the Next Generation of Strategic Projec...
Advancing Engineering with AI through the Next Generation of Strategic Projec...
 
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...
Steps To Getting Up And Running Quickly With MyTimeClock Employee Scheduling ...
 
Project Based Learning (A.I).pptx detail explanation
Project Based Learning (A.I).pptx detail explanationProject Based Learning (A.I).pptx detail explanation
Project Based Learning (A.I).pptx detail explanation
 
BATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASE
BATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASEBATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASE
BATTLEFIELD ORM: TIPS, TACTICS AND STRATEGIES FOR CONQUERING YOUR DATABASE
 
The Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdf
The Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdfThe Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdf
The Essentials of Digital Experience Monitoring_ A Comprehensive Guide.pdf
 
Salesforce Certified Field Service Consultant
Salesforce Certified Field Service ConsultantSalesforce Certified Field Service Consultant
Salesforce Certified Field Service Consultant
 
TECUNIQUE: Success Stories: IT Service provider
TECUNIQUE: Success Stories: IT Service providerTECUNIQUE: Success Stories: IT Service provider
TECUNIQUE: Success Stories: IT Service provider
 
why an Opensea Clone Script might be your perfect match.pdf
why an Opensea Clone Script might be your perfect match.pdfwhy an Opensea Clone Script might be your perfect match.pdf
why an Opensea Clone Script might be your perfect match.pdf
 
Adobe Marketo Engage Deep Dives: Using Webhooks to Transfer Data
Adobe Marketo Engage Deep Dives: Using Webhooks to Transfer DataAdobe Marketo Engage Deep Dives: Using Webhooks to Transfer Data
Adobe Marketo Engage Deep Dives: Using Webhooks to Transfer Data
 
Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...
Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...
Russian Call Girls in Karol Bagh Aasnvi ➡️ 8264348440 💋📞 Independent Escort S...
 
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
Reassessing the Bedrock of Clinical Function Models: An Examination of Large ...
 
Cloud Management Software Platforms: OpenStack
Cloud Management Software Platforms: OpenStackCloud Management Software Platforms: OpenStack
Cloud Management Software Platforms: OpenStack
 
ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...
ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...
ODSC - Batch to Stream workshop - integration of Apache Spark, Cassandra, Pos...
 
Unveiling the Tech Salsa of LAMs with Janus in Real-Time Applications
Unveiling the Tech Salsa of LAMs with Janus in Real-Time ApplicationsUnveiling the Tech Salsa of LAMs with Janus in Real-Time Applications
Unveiling the Tech Salsa of LAMs with Janus in Real-Time Applications
 
Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...
Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...
Try MyIntelliAccount Cloud Accounting Software As A Service Solution Risk Fre...
 

Magento Trouble Ticketing System Extension

  • 1. MAGENTO YTICKET “Yticket” User Guide Version: 1.0.0 Website: http://magenkit.com/magento-plugins/yticket.html Support: support@magenkit.com
  • 2. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 2 Table of Content Introducing Yticket .................................................................................. 3 Setup ..................................................................................................... 4 Configuration .......................................................................................... 5 Tickets management................................................................................ 6 Departments management...................................................................... 10 Permissions management ....................................................................... 11
  • 3. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 3 Introducing Yticket Yticket, a practical help desk and customer support software solution. Reduce chaos and bring order to your support process with a robust support ticket system for Magento. Yticket automatically assigns a unique ID to each issue: a support ticket is born. Not all issues are of equal importance. Yticket allows you to prioritize tickets by urgency, organize them into departments and filter them in other easy, convenient ways. With Yticket, a support request receives a response within 2 hours. Your customers will be impressed!
  • 4. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 4 Setup The module installation is very simple: 1.! Go to your Magento Admin Panel and disable cache 2.! Unzip package on your computer 3.! Log in to magento website via ftp 4.! Upload "app" folder in your magento site root Check if module work: 1.! Go to your Magento Admin Panel 2.! Go to System → Configuration → Magenkit section → Yticket If the module doesn’t work refresh the cache If you use a different from default theme - be sure to rename app/design/frontend/default/default folders to your store's values.
  • 5. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 5 Configuration The module Yticket provide a configuration panel from which it is possibile to set: •! the email address where notifications will be sent (among those defined in magento store mail addresses) •! the page title of customer request support (frontend view) •! title of infobox(*) •! content of infobox (*): The infobox is an extra space in request support page that provide additional information to customer. If the infobox content is empty, it will not be displayed.
  • 6. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 6 Tickets management To view tickets list choose from the backend menu Magenkit -> Yticket -> Tickets. You will see the list of open tickets and processing (filtered default). The status of each ticket may have values of open, in progress and closed. It can be filtered through the drop down menu in the head of table. To open a new ticket click on “New Ticket” button. For manage ticket opened or in progress click on the corresponding row in the ticket table. The ticket reply message is a required field. The type of reply may be visible to the customer or for internal use by choosing from the drop down menu Visible to all or Not visible for Customer. The Third party email field, if not empty, sends a copy of the answer or the entire history of the ticket (only if checkbox, Include all replies, is checked). The “browse” button, of course, allows you to attach a file to your response. Below, we find ticket settings and a customer data summary. In the Ticket settings section, you can change ticket status, priority, department and assignee. When a ticket have open status and is added an answer to it, it will automatically setted of in-progress status. However you can set it to closed. The priorities, the department, and the assignee can be modified according to the needs and the permissions assigned to the various users. For example, we simulate a response to the ticket opened by the customer John Doe. We put our response and we set the priorities on high because we have to solve it urgently.
  • 7. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 7 So, lets fill in the reply, select High from the drop-down menu of the priority field and click on the Update Ticket button. Perfect! The screen now looks like this: At first, we note that ticket number next to the date of Last update was replaced by the previous "No udpates". It appeared the section Replies that will be the container and subsequent to our customer's feedback. We also note the words "user have" (in orange) just below our response. When a user will change the priority, the department or the assignee of the ticket, a statement similar to this will notify us about the change. The ticket status changed from open to in-progress, so 'as the priority from low to high. Last but not least, an e-mail with our response has been sent to johndoe@example.com. Wonderful, isn't it? The ticket list now look like this:
  • 8. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 8 In frontend the customer can follow the progress of its tickets. He will only have to click on "My tickets", in his account menu, to see the list: The customer can also choose to open a new ticket or view the order reference for a ticket already open. By clicking on the ticket number the customer views the entire ticket history and can send any replies:
  • 9. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 9 Each user response, will notoficate e-mail assignee of the ticket.
  • 10. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 10 Departments management To view departments list choose from the backend menu Magenkit -> Yticket -> Departments. By default there are two active departments: Sale Support and Technical Support. Their labels can be changed by clicking on the corresponding row. You can also choose to disable a department by setting “No” the Active field. To add a new department, click on the "New Department" button. It 'not recommended to delete the departments if you have already used Yticket for your customers. The easiest way is to disable the department and create a new one, or, if it's the first use, rename their labels.
  • 11. Yticket – Copyright © 2015 MAGENKIT www.magenkit.com 11 Permissions management To view departments list choose from the backend menu Magenkit -> Yticket -> Permissions. You can choose to define permissions for each user defined in magento or for each group of users defined in magento. To define a new user or group permissions, click on corresponding permissions menu item and click on “Add New” button. In the groups permissions list, by default, are defined permissions for the administrators group. The users permission list, however, is empty. Will you define any user permissions. Clicking on the “Add New” button, will show the following screen: In the group name dropdown menu, is not available "administrators" group, because it alredy defined. All permissions for the groups already defined will not be present in the dropdown menu, as it happens for each user. Just click on one or more departments (ctrl+click) and then the “save” button, go back to the permissions list. The new rule will appear. Now the group vendor is authorized to show and manage Technical Support department