[MOV] helpdesk: move getting started, reorg toctree
closes odoo/documentation#9440 Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
@ -1,4 +1,3 @@
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:nosearch:
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@ -7,6 +6,238 @@
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Helpdesk
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Helpdesk
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========
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========
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Odoo *Helpdesk* is a ticketing-based customer support application. Multiple teams can be configured
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and managed in one dashboard, each with their own pipeline for tickets submitted by customers.
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Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve
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customer issues quickly and efficiently.
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Create a Helpdesk team
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======================
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To view or modify *Helpdesk* teams, go to :menuselection:`Helpdesk app --> Configuration -->
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Helpdesk Teams`. To create a new team, click the :guilabel:`New` button in the top-left of the
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dashboard.
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.. image:: helpdesk/helpdesk-teams-list.png
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:align: center
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:alt: View of the Helpdesk teams page in Odoo Helpdesk.
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On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. Then, enter a
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description of the team in the field below the team name, if desired. To change the company this
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team is assigned to, select it from the :guilabel:`Company` drop-down menu.
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.. important::
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The team description is published on the public facing :doc:`website form
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<helpdesk/overview/receiving_tickets>`, where customers and portal users submit tickets. The
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description included in this field should **not** include any information that is for internal
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use only.
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.. image:: helpdesk/team-description-webform.png
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:align: center
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:alt: View of a Helpdesk team's website form displaying the team description.
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Visibility & Assignment
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-----------------------
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The *Visibility* settings alter which internal users and portal users have access to this team and
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its tickets. The *Assignment* settings alter how users are assigned to handle each ticket.
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Determine team visibility
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~~~~~~~~~~~~~~~~~~~~~~~~~
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Under the :guilabel:`Visibility` section, select one of the following options to determine who can
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view this team and its tickets:
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- :guilabel:`Invited internal users (private)`: internal users can access the team and the tickets
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they are following. This access can be modified on each ticket individually by adding or removing
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the user as a follower. Internal users are considered *invited* once they are added as followers
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to an individual ticket, or :ref:`to the team itself <helpdesk/follow>`.
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- :guilabel:`All internal users (company)`: all internal users can access the team and all of its
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tickets.
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- :guilabel:`Invited portal users and all internal users (public)`: all internal users can access
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the team and all of its tickets. Portal users can only access the tickets they are following.
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.. example::
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A `Customer Support` team, meant to handle general shipping and product issues, would have the
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visibility set on :guilabel:`Invited portal users and all internal users`.
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At the same time, a `Financial Services` team handling tickets related to accounting or tax
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information would only need to be visible to :guilabel:`Invited internal users`.
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.. warning::
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A team's visibility can be altered after the initial configuration. However, if the team changes
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|
from public access to either private or company-only access, portal users are removed as
|
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|
followers from both the team, and from individual tickets.
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.. _helpdesk/follow:
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Follow all team's tickets
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~~~~~~~~~~~~~~~~~~~~~~~~~
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If a user should be notified about any updates regarding tickets for this team, select their name
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from the :guilabel:`Followers` drop-down menu, located in the :guilabel:`Follow All Team's Tickets`
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field. Multiple users can be selected to follow a single team.
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.. important::
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External contacts can be selected in the :guilabel:`Followers` field. If the team's visibility is
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set to :guilabel:`Invited internal users (private)`, followers are notified about updates to the
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team's tickets, but are **not** able to view them in the portal.
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Automatically assign new tickets
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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When tickets are received, they need to be assigned to a member of the team. This is done either
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manually on each ticket individually, or through :guilabel:`Automatic Assignment`. Check the
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:guilabel:`Automatic Assignment` checkbox to enable this feature for the team.
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.. image:: helpdesk/helpdesk-visibility-assignment.png
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:align: center
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:alt: View of a Helpdesk team settings page emphasizing the automatic assignment features in Odoo
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Helpdesk.
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As soon as :guilabel:`Automatic Assignment` has been enabled, additional fields appear.
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Select one of the following assignment methods, based on how the workload should be allocated across
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the team:
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- :guilabel:`Each user is assigned an equal number of tickets`: tickets are assigned to team members
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based on total ticket count, regardless of the number of open or closed tickets they are
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currently assigned.
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- :guilabel:`Each user has an equal number of open tickets`: tickets are assigned to team members
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based on how many open tickets they are currently assigned.
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.. note::
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When :guilabel:`Each user is assigned an equal number of tickets` is selected, the overall number
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of tickets assigned to team members is the same, but it does **not** consider the current
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workload.
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When :guilabel:`Each user has an equal number of open tickets` is selected, it ensures a balanced
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workload among team members, as it takes the current number of active tickets into account.
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Finally, add the :guilabel:`Team Members` who are to be assigned tickets for this team. Leave the
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field empty to include all employees who have the proper assignments and access rights configured in
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their user account settings.
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.. important::
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If an employee has time off scheduled in the *Time Off* application, they are **not** assigned
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tickets during that time. If no employees are available, the system looks ahead until there is a
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match.
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.. seealso::
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- :ref:`Manage users <users/add-individual>`
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- :doc:`Access rights <../general/users/access_rights>`
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Create or modify stages
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=======================
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*Stages* are used to organize the *Helpdesk* pipeline and track the progress of tickets. Stages are
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customizable, and can be renamed to fit the needs of each team.
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.. important::
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:ref:`Developer mode <developer-mode>` **must** be activated to access the stages menu. To
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activate developer mode, go to :menuselection:`Settings app --> General Settings --> Developer
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Tools`, and click :guilabel:`Activate the developer mode`.
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To view or modify *Helpdesk* stages, go to :menuselection:`Helpdesk app --> Configuration -->
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Stages`.
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The default list view on the :guilabel:`Stages` page displays the stages currently available in
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*Helpdesk*. They are listed in the order they appear in the pipeline.
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To change the order of the stages, click the :guilabel:`(six square)` icon, to the left of the stage
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name, and drag it to the desired place on the list.
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.. image:: helpdesk/stages-list-buttons.png
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:align: center
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:alt: View of the stage list page emphasizing the buttons used to change the order the stages
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appear in the list.
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.. tip::
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Change the stage order on the Kanban view of a *Helpdesk* team's pipeline by dragging and
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dropping individual columns.
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To create a new stage, click the :guilabel:`New` button at the top-left of the stage list. Doing so
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reveals a blank stage form.
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Choose a :guilabel:`Name` for the new stage, and add a description, if desired. Then, proceed to
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fill out the remaining fields following the steps below.
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.. image:: helpdesk/new-stage-details.png
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:align: center
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:alt: View of a stage's settings page in Odoo Helpdesk.
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Add email and SMS templates to stages
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-------------------------------------
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When an :guilabel:`Email Template` is added to a stage, an email is automatically sent to the
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customer when a ticket reaches that specific stage in the pipeline. Likewise, adding an
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:guilabel:`SMS Template` triggers an SMS text message to send to the customer.
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.. important::
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SMS Text Messaging is an :doc:`In-App Purchase (IAP) </applications/essentials/in_app_purchase/>`
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service that requires prepaid credits to work. Refer to `SMS Pricing FAQ
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<https://iap-services.odoo.com/iap/sms/pricing>`_ for additional information.
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To select an existing email template, select it from the :guilabel:`Email Template` field. Click on
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the :guilabel:`→ (Internal Link)` icon to the right of the field to edit the chosen template.
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To create a new template, click the field, and enter a title for the new template. Then, select
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:guilabel:`Create and edit` from the drop-down menu that appears, and complete the form details.
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Follow the same steps to select, edit, or create an :guilabel:`SMS Template`.
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.. image:: helpdesk/sms-template.png
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:align: center
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:alt: View of an SMS template setup page in Odoo Helpdesk
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.. seealso::
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:doc:`/applications/general/companies/email_template`
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Assign stages to a team
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-----------------------
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Make a selection in the :guilabel:`Helpdesk Teams` field on the :guilabel:`Stages` form. More than
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one team may be selected, since the same stage can be assigned to multiple teams.
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Fold a stage
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------------
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By default, stages are unfolded in the Kanban view of either tickets dashboard: :guilabel:`My
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Tickets` (:menuselection:`Helpdesk app --> Tickets --> My Tickets`) or :guilabel:`All Tickets`
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(:menuselection:`Helpdesk app --> Tickets --> All Tickets`).
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Tickets in an unfolded stage are visible in the pipeline under the stage name, and are considered
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*open*.
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Stages can be configured to be folded in the Kanban view of a tickets page (:guilabel:`My Tickets`
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or :guilabel:`All Tickets`).
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The name of the folded stages are still visible, though the tickets in the stage are no longer
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|
immediately visible.
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To fold a stage, check the :guilabel:`Folded in Kanban` box on the :guilabel:`Stages` form.
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|
.. warning::
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|
Tickets that reach a *folded* stage are considered *closed*. Closing a ticket before the work is
|
||||||
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completed can result in reporting and communication issues. This setting should **only** be
|
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enabled for stages that are considered *closing* stages.
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Stages can be temporarily folded in the Kanban view of the tickets pipeline, as well.
|
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View a specific team's pipeline by navigating to :menuselection:`Helpdesk app`, and clicking the
|
||||||
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team's Kanban card.
|
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Select a stage to fold temporarily, then click the :guilabel:`⚙️ (gear)` icon, and select
|
||||||
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:guilabel:`Fold`.
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.. image:: helpdesk/fold-stage-kanban.png
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:align: center
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|
:alt: Kanban view of a Helpdesk stage, with the temporary fold option emphasized.
|
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|
.. important::
|
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|
Manually folding a stage from the Kanban view is temporary and does **not** close the tickets in
|
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|
the stage.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- `Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_
|
- `Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_
|
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|
@ -26,7 +26,7 @@ Enable track and bill time on a helpdesk team
|
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|
|
||||||
To view and enable the *Track & Bill Time* features on a *Helpdesk* team, first navigate to
|
To view and enable the *Track & Bill Time* features on a *Helpdesk* team, first navigate to
|
||||||
:menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Then, select a team from the
|
:menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Then, select a team from the
|
||||||
list, or create a :doc:`new one <../overview/getting_started>`. This reveals a team's settings page.
|
list, or create a :doc:`new one <../../helpdesk>`. This reveals a team's settings page.
|
||||||
|
|
||||||
On the team's settings page, scroll to the :guilabel:`Track & Bill Time` section. Check the boxes
|
On the team's settings page, scroll to the :guilabel:`Track & Bill Time` section. Check the boxes
|
||||||
labeled :guilabel:`Timesheets` and :guilabel:`Time Billing`.
|
labeled :guilabel:`Timesheets` and :guilabel:`Time Billing`.
|
||||||
|
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
Before Width: | Height: | Size: 7.5 KiB After Width: | Height: | Size: 7.5 KiB |
Before Width: | Height: | Size: 26 KiB After Width: | Height: | Size: 26 KiB |
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
@ -7,9 +7,8 @@ Overview
|
|||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
overview/getting_started
|
|
||||||
overview/sla
|
|
||||||
overview/receiving_tickets
|
overview/receiving_tickets
|
||||||
overview/reports
|
|
||||||
overview/help_center
|
overview/help_center
|
||||||
|
overview/sla
|
||||||
|
overview/reports
|
||||||
overview/ratings
|
overview/ratings
|
||||||
|
@ -1,234 +0,0 @@
|
|||||||
=============================
|
|
||||||
Getting started with Helpdesk
|
|
||||||
=============================
|
|
||||||
|
|
||||||
Odoo *Helpdesk* is a ticketing-based customer support application. Multiple teams can be configured
|
|
||||||
and managed in one dashboard, each with their own pipeline for tickets submitted by customers.
|
|
||||||
Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve
|
|
||||||
customer issues quickly and efficiently.
|
|
||||||
|
|
||||||
Create a Helpdesk team
|
|
||||||
======================
|
|
||||||
|
|
||||||
To view or modify *Helpdesk* teams, go to :menuselection:`Helpdesk app --> Configuration -->
|
|
||||||
Helpdesk Teams`. To create a new team, click the :guilabel:`New` button in the top-left of the
|
|
||||||
dashboard.
|
|
||||||
|
|
||||||
.. image:: getting_started/helpdesk-teams-list.png
|
|
||||||
:align: center
|
|
||||||
:alt: View of the Helpdesk teams page in Odoo Helpdesk.
|
|
||||||
|
|
||||||
On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. Then, enter a
|
|
||||||
description of the team in the field below the team name, if desired. To change the company this
|
|
||||||
team is assigned to, select it from the :guilabel:`Company` drop-down menu.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
The team description is published on the public facing :doc:`website form <receiving_tickets>`,
|
|
||||||
where customers and portal users submit tickets. The description included in this field should
|
|
||||||
**not** include any information that is for internal use only.
|
|
||||||
|
|
||||||
.. image:: getting_started/team-description-webform.png
|
|
||||||
:align: center
|
|
||||||
:alt: View of a Helpdesk team's website form displaying the team description.
|
|
||||||
|
|
||||||
Visibility & Assignment
|
|
||||||
-----------------------
|
|
||||||
|
|
||||||
The *Visibility* settings alter which internal users and portal users have access to this team and
|
|
||||||
its tickets. The *Assignment* settings alter how users are assigned to handle each ticket.
|
|
||||||
|
|
||||||
Determine team visibility
|
|
||||||
~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
||||||
|
|
||||||
Under the :guilabel:`Visibility` section, select one of the following options to determine who can
|
|
||||||
view this team and its tickets:
|
|
||||||
|
|
||||||
- :guilabel:`Invited internal users (private)`: internal users can access the team and the tickets
|
|
||||||
they are following. This access can be modified on each ticket individually by adding or removing
|
|
||||||
the user as a follower. Internal users are considered *invited* once they are added as followers
|
|
||||||
to an individual ticket, or :ref:`to the team itself <helpdesk/getting_started/follow>`.
|
|
||||||
- :guilabel:`All internal users (company)`: all internal users can access the team and all of its
|
|
||||||
tickets.
|
|
||||||
- :guilabel:`Invited portal users and all internal users (public)`: all internal users can access
|
|
||||||
the team and all of its tickets. Portal users can only access the tickets they are following.
|
|
||||||
|
|
||||||
.. example::
|
|
||||||
A `Customer Support` team, meant to handle general shipping and product issues, would have the
|
|
||||||
visibility set on :guilabel:`Invited portal users and all internal users`.
|
|
||||||
|
|
||||||
At the same time, a `Financial Services` team handling tickets related to accounting or tax
|
|
||||||
information would only need to be visible to :guilabel:`Invited internal users`.
|
|
||||||
|
|
||||||
.. warning::
|
|
||||||
A team's visibility can be altered after the initial configuration. However, if the team changes
|
|
||||||
from public access to either private or company-only access, portal users are removed as
|
|
||||||
followers from both the team, and from individual tickets.
|
|
||||||
|
|
||||||
.. _helpdesk/getting_started/follow:
|
|
||||||
|
|
||||||
Follow all team's tickets
|
|
||||||
~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
||||||
|
|
||||||
If a user should be notified about any updates regarding tickets for this team, select their name
|
|
||||||
from the :guilabel:`Followers` drop-down menu, located in the :guilabel:`Follow All Team's Tickets`
|
|
||||||
field. Multiple users can be selected to follow a single team.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
External contacts can be selected in the :guilabel:`Followers` field. If the team's visibility is
|
|
||||||
set to :guilabel:`Invited internal users (private)`, followers are notified about updates to the
|
|
||||||
team's tickets, but are **not** able to view them in the portal.
|
|
||||||
|
|
||||||
Automatically assign new tickets
|
|
||||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
||||||
|
|
||||||
When tickets are received, they need to be assigned to a member of the team. This is done either
|
|
||||||
manually on each ticket individually, or through :guilabel:`Automatic Assignment`. Check the
|
|
||||||
:guilabel:`Automatic Assignment` checkbox to enable this feature for the team.
|
|
||||||
|
|
||||||
.. image:: getting_started/helpdesk-visibility-assignment.png
|
|
||||||
:align: center
|
|
||||||
:alt: View of a Helpdesk team settings page emphasizing the automatic assignment features in Odoo
|
|
||||||
Helpdesk.
|
|
||||||
|
|
||||||
As soon as :guilabel:`Automatic Assignment` has been enabled, additional fields appear.
|
|
||||||
|
|
||||||
Select one of the following assignment methods, based on how the workload should be allocated across
|
|
||||||
the team:
|
|
||||||
|
|
||||||
- :guilabel:`Each user is assigned an equal number of tickets`: tickets are assigned to team members
|
|
||||||
based on total ticket count, regardless of the number of open or closed tickets they are
|
|
||||||
currently assigned.
|
|
||||||
- :guilabel:`Each user has an equal number of open tickets`: tickets are assigned to team members
|
|
||||||
based on how many open tickets they are currently assigned.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
When :guilabel:`Each user is assigned an equal number of tickets` is selected, the overall number
|
|
||||||
of tickets assigned to team members is the same, but it does **not** consider the current
|
|
||||||
workload.
|
|
||||||
|
|
||||||
When :guilabel:`Each user has an equal number of open tickets` is selected, it ensures a balanced
|
|
||||||
workload among team members, as it takes the current number of active tickets into account.
|
|
||||||
|
|
||||||
Finally, add the :guilabel:`Team Members` who are to be assigned tickets for this team. Leave the
|
|
||||||
field empty to include all employees who have the proper assignments and access rights configured in
|
|
||||||
their user account settings.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
If an employee has time off scheduled in the *Time Off* application, they are **not** assigned
|
|
||||||
tickets during that time. If no employees are available, the system looks ahead until there is a
|
|
||||||
match.
|
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
- :ref:`Manage users <users/add-individual>`
|
|
||||||
- :doc:`Access rights <../../../general/users/access_rights>`
|
|
||||||
|
|
||||||
Create or modify stages
|
|
||||||
=======================
|
|
||||||
|
|
||||||
*Stages* are used to organize the *Helpdesk* pipeline and track the progress of tickets. Stages are
|
|
||||||
customizable, and can be renamed to fit the needs of each team.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
:ref:`Developer mode <developer-mode>` **must** be activated to access the stages menu. To
|
|
||||||
activate developer mode, go to :menuselection:`Settings app --> General Settings --> Developer
|
|
||||||
Tools`, and click :guilabel:`Activate the developer mode`.
|
|
||||||
|
|
||||||
To view or modify *Helpdesk* stages, go to :menuselection:`Helpdesk app --> Configuration -->
|
|
||||||
Stages`.
|
|
||||||
|
|
||||||
The default list view on the :guilabel:`Stages` page displays the stages currently available in
|
|
||||||
*Helpdesk*. They are listed in the order they appear in the pipeline.
|
|
||||||
|
|
||||||
To change the order of the stages, click the :guilabel:`(six square)` icon, to the left of the stage
|
|
||||||
name, and drag it to the desired place on the list.
|
|
||||||
|
|
||||||
.. image:: getting_started/stages-list-buttons.png
|
|
||||||
:align: center
|
|
||||||
:alt: View of the stage list page emphasizing the buttons used to change the order the stages
|
|
||||||
appear in the list.
|
|
||||||
|
|
||||||
.. tip::
|
|
||||||
Change the stage order on the Kanban view of a *Helpdesk* team's pipeline by dragging and
|
|
||||||
dropping individual columns.
|
|
||||||
|
|
||||||
To create a new stage, click the :guilabel:`New` button at the top-left of the stage list. Doing so
|
|
||||||
reveals a blank stage form.
|
|
||||||
|
|
||||||
Choose a :guilabel:`Name` for the new stage, and add a description, if desired. Then, proceed to
|
|
||||||
fill out the remaining fields following the steps below.
|
|
||||||
|
|
||||||
.. image:: getting_started/new-stage-details.png
|
|
||||||
:align: center
|
|
||||||
:alt: View of a stage's settings page in Odoo Helpdesk.
|
|
||||||
|
|
||||||
Add email and SMS templates to stages
|
|
||||||
-------------------------------------
|
|
||||||
|
|
||||||
When an :guilabel:`Email Template` is added to a stage, an email is automatically sent to the
|
|
||||||
customer when a ticket reaches that specific stage in the pipeline. Likewise, adding an
|
|
||||||
:guilabel:`SMS Template` triggers an SMS text message to send to the customer.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
SMS Text Messaging is an :doc:`In-App Purchase (IAP) </applications/essentials/in_app_purchase/>`
|
|
||||||
service that requires prepaid credits to work. Refer to `SMS Pricing FAQ
|
|
||||||
<https://iap-services.odoo.com/iap/sms/pricing>`_ for additional information.
|
|
||||||
|
|
||||||
To select an existing email template, select it from the :guilabel:`Email Template` field. Click on
|
|
||||||
the :guilabel:`→ (Internal Link)` icon to the right of the field to edit the chosen template.
|
|
||||||
|
|
||||||
To create a new template, click the field, and enter a title for the new template. Then, select
|
|
||||||
:guilabel:`Create and edit` from the drop-down menu that appears, and complete the form details.
|
|
||||||
|
|
||||||
Follow the same steps to select, edit, or create an :guilabel:`SMS Template`.
|
|
||||||
|
|
||||||
.. image:: getting_started/sms-template.png
|
|
||||||
:align: center
|
|
||||||
:alt: View of an SMS template setup page in Odoo Helpdesk
|
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
:doc:`/applications/general/companies/email_template`
|
|
||||||
|
|
||||||
Assign stages to a team
|
|
||||||
-----------------------
|
|
||||||
|
|
||||||
Make a selection in the :guilabel:`Helpdesk Teams` field on the :guilabel:`Stages` form. More than
|
|
||||||
one team may be selected, since the same stage can be assigned to multiple teams.
|
|
||||||
|
|
||||||
Fold a stage
|
|
||||||
------------
|
|
||||||
|
|
||||||
By default, stages are unfolded in the Kanban view of either tickets dashboard: :guilabel:`My
|
|
||||||
Tickets` (:menuselection:`Helpdesk app --> Tickets --> My Tickets`) or :guilabel:`All Tickets`
|
|
||||||
(:menuselection:`Helpdesk app --> Tickets --> All Tickets`).
|
|
||||||
|
|
||||||
Tickets in an unfolded stage are visible in the pipeline under the stage name, and are considered
|
|
||||||
*open*.
|
|
||||||
|
|
||||||
Stages can be configured to be folded in the Kanban view of a tickets page (:guilabel:`My Tickets`
|
|
||||||
or :guilabel:`All Tickets`).
|
|
||||||
|
|
||||||
The name of the folded stages are still visible, though the tickets in the stage are no longer
|
|
||||||
immediately visible.
|
|
||||||
|
|
||||||
To fold a stage, check the :guilabel:`Folded in Kanban` box on the :guilabel:`Stages` form.
|
|
||||||
|
|
||||||
.. warning::
|
|
||||||
Tickets that reach a *folded* stage are considered *closed*. Closing a ticket before the work is
|
|
||||||
completed can result in reporting and communication issues. This setting should **only** be
|
|
||||||
enabled for stages that are considered *closing* stages.
|
|
||||||
|
|
||||||
Stages can be temporarily folded in the Kanban view of the tickets pipeline, as well.
|
|
||||||
|
|
||||||
View a specific team's pipeline by navigating to :menuselection:`Helpdesk app`, and clicking the
|
|
||||||
team's Kanban card.
|
|
||||||
|
|
||||||
Select a stage to fold temporarily, then click the :guilabel:`⚙️ (gear)` icon, and select
|
|
||||||
:guilabel:`Fold`.
|
|
||||||
|
|
||||||
.. image:: getting_started/fold-stage-kanban.png
|
|
||||||
:align: center
|
|
||||||
:alt: Kanban view of a Helpdesk stage, with the temporary fold option emphasized.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
Manually folding a stage from the Kanban view is temporary and does **not** close the tickets in
|
|
||||||
the stage.
|
|
@ -15,7 +15,7 @@ Configuration
|
|||||||
|
|
||||||
To activate any *Help Center* features (*Forums*, *eLearning*, or *Knowledge*) on a *Helpdesk* team,
|
To activate any *Help Center* features (*Forums*, *eLearning*, or *Knowledge*) on a *Helpdesk* team,
|
||||||
go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or
|
go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or
|
||||||
create a :doc:`new one <getting_started>`. Verify the :guilabel:`Visibility` of the team is set to
|
create a :doc:`new one <../../helpdesk>`. Verify the :guilabel:`Visibility` of the team is set to
|
||||||
:guilabel:`Invited portal users and all internal users (public)` in the :guilabel:`Visibility &
|
:guilabel:`Invited portal users and all internal users (public)` in the :guilabel:`Visibility &
|
||||||
Assignment` section.
|
Assignment` section.
|
||||||
|
|
||||||
@ -32,7 +32,7 @@ enabled, the :guilabel:`Website Form` is automatically enabled, as well.
|
|||||||
active or accessible.
|
active or accessible.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
:doc:`Getting Started <getting_started>`
|
:doc:`Helpdesk Overview <../../helpdesk>`
|
||||||
|
|
||||||
Knowledge
|
Knowledge
|
||||||
=========
|
=========
|
||||||
@ -49,7 +49,7 @@ Enable Knowledge on a Helpdesk team
|
|||||||
-----------------------------------
|
-----------------------------------
|
||||||
|
|
||||||
To enable the *Knowledge* feature on a *Helpdesk* team, go to :menuselection:`Helpdesk app -->
|
To enable the *Knowledge* feature on a *Helpdesk* team, go to :menuselection:`Helpdesk app -->
|
||||||
Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <getting_started>`.
|
Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`.
|
||||||
|
|
||||||
When a team has been selected or created, Odoo displays that team's detail form.
|
When a team has been selected or created, Odoo displays that team's detail form.
|
||||||
|
|
||||||
@ -192,7 +192,7 @@ Enable forums on a Helpdesk team
|
|||||||
|
|
||||||
To enable :guilabel:`Community Forums` on a *Helpdesk* team, start by navigating to
|
To enable :guilabel:`Community Forums` on a *Helpdesk* team, start by navigating to
|
||||||
:menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a
|
:menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a
|
||||||
:doc:`new one <getting_started>`.
|
:doc:`new one <../../helpdesk>`.
|
||||||
|
|
||||||
Selecting or creating a team reveals that team's detail form. Scroll down to the :guilabel:`Help
|
Selecting or creating a team reveals that team's detail form. Scroll down to the :guilabel:`Help
|
||||||
Center` section of features, and enable :guilabel:`Community Forum`, by checking the box beside it.
|
Center` section of features, and enable :guilabel:`Community Forum`, by checking the box beside it.
|
||||||
@ -244,7 +244,7 @@ Enable eLearning courses on a Helpdesk team
|
|||||||
-------------------------------------------
|
-------------------------------------------
|
||||||
|
|
||||||
To enable *eLearning* courses on a *Helpdesk* team, go to :menuselection:`Helpdesk app -->
|
To enable *eLearning* courses on a *Helpdesk* team, go to :menuselection:`Helpdesk app -->
|
||||||
Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <getting_started>`.
|
Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`.
|
||||||
|
|
||||||
On the team's settings page, scroll to the :guilabel:`Help Center` section, and check the box next
|
On the team's settings page, scroll to the :guilabel:`Help Center` section, and check the box next
|
||||||
to :guilabel:`eLearning`. A new field appears below, labeled :guilabel:`Courses`.
|
to :guilabel:`eLearning`. A new field appears below, labeled :guilabel:`Courses`.
|
||||||
|
@ -11,7 +11,7 @@ Enable channel options to submit tickets
|
|||||||
========================================
|
========================================
|
||||||
|
|
||||||
Go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and choose an existing
|
Go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and choose an existing
|
||||||
team, or click :guilabel:`New` to :doc:`create a new team <getting_started>`.
|
team, or click :guilabel:`New` to :doc:`create a new team <../../helpdesk>`.
|
||||||
|
|
||||||
On the team's settings page, scroll down to the :guilabel:`Channels` and :guilabel:`Help Center`
|
On the team's settings page, scroll down to the :guilabel:`Channels` and :guilabel:`Help Center`
|
||||||
sections. Enable one or more channels by checking the respective boxes.
|
sections. Enable one or more channels by checking the respective boxes.
|
||||||
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
@ -153,7 +153,7 @@ end the conversation.
|
|||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`/applications/sales/crm/acquire_leads`
|
- :doc:`/applications/sales/crm/acquire_leads`
|
||||||
- :doc:`/applications/services/helpdesk/overview/getting_started`
|
- :doc:`../../services/helpdesk`
|
||||||
|
|
||||||
.. _live-chat/canned-responses:
|
.. _live-chat/canned-responses:
|
||||||
|
|
||||||
|
@ -67,3 +67,7 @@ applications/marketing/marketing_automation/getting_started/workflow_activities.
|
|||||||
|
|
||||||
applications/sales/crm/pipeline/multi_sales_team.rst applications/sales/crm/pipeline/manage_sales_teams.rst # multi_sales_team --> manage_sales_teams
|
applications/sales/crm/pipeline/multi_sales_team.rst applications/sales/crm/pipeline/manage_sales_teams.rst # multi_sales_team --> manage_sales_teams
|
||||||
applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/point_of_sale/pricing/electronic_labels.rst # digital_labels --> electronic_labels
|
applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/point_of_sale/pricing/electronic_labels.rst # digital_labels --> electronic_labels
|
||||||
|
|
||||||
|
# applications/services
|
||||||
|
|
||||||
|
applications/services/helpdesk/overview/getting_started.rst applications/services/helpdesk.rst #helpdesk/overview/getting_started --> helpdesk
|
||||||
|