e1eea953a4
These pages documented very straightforward screens and flows that a user can easily figure out without the help of dedicated documentation. Besides, those screens are frequently reworked, thus requiring to maintain the related pages very closely. This commit removes such low values pages to reduce the technical debt and allow focusing on actually useful documentation pages.
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=======
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Ratings
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=======
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Allow customers to rate their experience with your helpdesk teams to strengthen your credibility and
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gain their trust. Reviews can also influence a customer’s decision and open space for feedback that
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can help you improve the quality of your services.
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Set up
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======
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Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Ratings on
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tickets*. The feature automatically adds a default email template on the non-folded *closing
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stage(s)* of that team.
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.. image:: media/ratings_on_tickets.png
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:align: center
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:alt: Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature
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in Odoo Helpdesk
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To edit the email template and the stage(s) set as the closing ones, go to the Kanban view of your
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helpdesk team and click on *Settings*, then on *Edit Stage*.
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.. image:: media/edit_stage.png
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:align: center
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:alt: Overview of a helpdesk team kanban view emphasizing the menu edit stage in Odoo Helpdesk
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Now, once a ticket reaches the stage(s) designated as the *Closing Stage*, an email is sent to the
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customer.
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.. image:: media/email_customer_feedback.png
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:align: center
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:alt: View of a standard helpdesk customer review email template for Odoo Helpdesk
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Ratings can be seen on the chatter of each ticket, under the *See Customer Satisfaction* link on the
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main dashboard, and through *Reporting*.
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Ratings visible on the customer portal
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--------------------------------------
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Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Display Rating on
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Customer Portal*. Now, by clicking on the helpdesk team’s name on their ticket, customers can see
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its ratings.
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.. image:: media/customer_portal.png
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:align: center
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:alt: View of the helpdesk ticket from a user’s portal emphasizing the link to the helpdesk team
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in Odoo Helpdesk
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.. seealso::
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- :doc:`../../portal/my_odoo_portal`
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- :doc:`../advanced/close_tickets`
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