Internal Tickets Extension for Vtiger - VTLix

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Gone are the days when you had to write actual letters in order to correspond with your co-workers in the organization.

Internal tickets extension has provided businesses with a platform for correspondence, administrative works, and drafting them.

This extension contains two sub modules:

1- “Internal tickets” module which is visible on main menu

2- “Internal tickets assignments” module which does not appear on the main menu.

To access the process, the given address allows you to enter Internal tickets.

Menu > Tools > Internal tickets

Filters

Tickets’ inbox and sent box can be categorized as below according to the type of assignments:

• My inbox: incoming tickets
• My private inbox: Incoming confidential tickets
• My sent box: Tickets you’ve sent to other users
• My private sent box: Tickets you’ve confidentially sent to other users

Add a new ticket

To add a new ticket and assign administrative works to users, click on

You’ll see a window with following records:

Basic information

A title needs to be chosen for the ticket.

Fields like “Priority”, “Product name”, “Status”, and “channels” should also be filled based on your organization’s demands.

“Assigned to” would define the ticket’s sender in the system.

Assignments

1. Type of assignment needs to be defined initially.
2. Next, assign it to one or more users.
3. Write a description in accordance with the ticket.
4. Choose whether you would like the ticket to be sent confidentially.

Assignment Details

1. Sender and Recipient
2. Date and time of when you sent the message
3. Type of assignment
4. Date and time of when the recipient opened the ticket
5. The status is labeled as “finished” if the assignment is accomplished.

Or

Labeled as “unfinished” if the assignment isn’t accomplished yet.

Add workflow to your internal tickets assignments

If you would like to add a workflow to the assignments in your internal tickets, follow the address below:

Main menu > Settings > Automation

The target module needs to be set on Internal tickets assignments.

Internal Tickets customization

Basic information: The form you view in Internal Tickets > Add New> Basic Information is customizable through “Internal Tickets Fields and Layouts” and “Pick list Values” .