[IMP] helpdesk: close_ticket.rst cleanup

closes odoo/documentation#3385

X-original-commit: 8396c2a4ad
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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Jess Rogers (jero) 2022-12-22 19:49:22 +00:00 committed by Zachary Straub (ZST)
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====================================== ======================================
Allow Customers to Close their Tickets Allow customers to close their tickets
====================================== ======================================
Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about Allowing customers to close their own tickets gives them autonomy and minimizes misunderstandings
when an issue is considered solved, or not. It makes communication and actions more efficient. around when an issue is considered solved or not. This results in operational capacity for support
teams, and higher satisfaction for the customer.
Configure the feature Enable ticket closing
===================== =====================
To configure the feature go to :menuselection:`Helpdesk --> Settings --> Helpdesk Teams --> Edit` Start by navigating to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and choose
and enable *Ticket closing*. the appropriate team. Then click :guilabel:`Edit` and enable :guilabel:`Ticket closing` by
checking the field box.
.. image:: close_tickets/closetickets1.png .. image:: close_tickets/close-ticket-settings.png
:align: center :alt: Ticket closing feature in Odoo Helpdesk.
:alt: Ticket closing in Odoo Helpdesk
In order to designate to which stage the ticket migrates to once it is closed, go to To designate which stage the ticket migrates to once it is closed, navigate to the ticket pipeline
:menuselection:`Helpdesk --> Overview --> Tickets`. by going to :menuselection:`Helpdesk --> Overview` and clicking :guilabel:`Tickets` on the team's
card.
.. image:: close_tickets/closetickets2.png There are two options: create a new Kanban stage or work with an existing one. For both scenarios,
:align: center click the :guilabel:`Settings (gear)` icon next to the stage name, select :guilabel:`Edit Stage`,
:alt: Ticket closing in Odoo Helpdesk and enable :guilabel:`Closing Stage`. After checking the field box, click :guilabel:`Save` to
finish.
You can either create a new Kanban stage or work with an existing one. For both scenarios, go to .. note::
:menuselection:`Helpdesk --> Settings --> Edit Stage` and enable *Closing Stage*. If a closing stage is not specified, by default, the ticket is moved to the last stage in the
kanban. If more than one stage is set as a closing stage, the ticket is placed in the first
closing stage column.
.. image:: close_tickets/closetickets3.png With the ticket closing settings now complete, customers can now view the option to
:align: center :guilabel:`Close this ticket` when they log into their portal.
:alt: Ticket closing in Odoo Helpdesk
If a closing stage is not specified, by default, the ticket is moved to the last stage; .. image:: close_tickets/customer-view-close-ticket.png
contrarily, if you have more than one stage set as closing, the ticket is put in the first one. :alt: Customer view of ticket closing in Odoo Helpdesk.
The Costumer Portal Get reports on tickets closed by customers
===================
Now, once the user logs into his Portal, the option *Close this ticket* is available.
.. image:: close_tickets/closetickets4.png
:align: center
:alt: Ticket closing in Odoo Helpdesk
Get reports on tickets closed by costumers
========================================== ==========================================
To do an analysis of the tickets that have been closed by costumers go to To analyze the tickets that have been closed by customers, go to :menuselection:`Helpdesk -->
:menuselection:`Helpdesk --> Reporting --> Tickets --> Filters --> Add Custom filter --> Reporting --> Tickets`. Then, click on the :guilabel:`Filters` menu and choose :guilabel:`Add
Closed by partner --> Applied`. Custom filter`. Next, set the custom filter parameters to :guilabel:`Closed by partner` and
:guilabel:`is true`. Finally, click :guilabel:`Apply`.
.. image:: close_tickets/closetickets5.png .. image:: close_tickets/closed-by-search-filter.png
:align: center :alt: Filter for tickets closed by customers on Odoo Helpdesk's reporting page.
:height: 300
:alt: Reports on Ticket closing in Odoo Helpdesk

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