About Module
Are you looking for a fully flexible and customizable helpdesk in odoo? Our this apps almost contain everything you need for Service Desk, Technical Support Team, Issue Ticket System which include service request to be managed in Odoo backend. The support ticket will send by email to the customer and admin. Customer can view their ticket from the website portal and easily see the stage of the reported ticket. This desk is fully customizable clean and flexible.
Videos
Features
- 1) Access rights for Helpdesk Manager, Helpdesk Team Leader, Helpdesk User.
- 2) Easy to create tickets by helpdesk users.
- 3) Easy to define stages as per your requirement.
- 4) Easy to set access right and email templates for particular stages.
- 5) Easy to set days for auto-closing tickets.
- 6) Fully customize and dynamic dashboard.
- 7) Easy to define a dynamic filter for the dashboard.
- 8) Well organized data in the table format on the dashboard.
- 9) Well organized calendar, pivot, graph, kanban views.
- 10) Customers see ticket status from the portal and email links.
- 11) Well organized portal for the ticket.
- 12) Easy to group by, search, and create a ticket on the portal.
- 13) Auto notifies via email to the assigned user and customer while the ticket is created.
- 14) Auto share feedback link while the ticket is closed.
- 15) Easy to chat with customers from chatter.
Versions
- v13.0
- v12.0
- v11.0
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_helpdesk’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_helpdesk’.
7) Click on ‘Install’ to install it.
Workflow
Access group for "Helpdesk Manager", "Helpdesk Team Leader", "Helpdesk User".
Helpdesk Teams menu and list view.
"Helpdesk Teams" form view. Where you can define team members and team leader or set the team as default.
"Helpdesk Tickets Type" menu and list view.
"Helpdesk Subject Types" menu and list view.
"Helpdesk Tags" menu and list view.
"Helpdesk Stages" menu and list view.
"Helpdesk Stages" form view. Where you can define stages and it's access rights, E-Mail template, next stage.
"Helpdesk Categories" menu and list view.
"Helpdesk Sub Categories" menu and list view.
"Helpdesk Priorities" menu and list view.
"Helpdesk Setting" View.
"Helpdesk Ticket" Kanban view.
"Helpdesk Ticket" List view.
"Helpdesk Ticket" Pivot view.
"Helpdesk Ticket" Graph view.
"Helpdesk Ticket" Calender view.
"Helpdesk Ticket" Schedule activity view.
"Helpdesk Ticket" form view.
"Helpdesk Ticket" form attachment view. Where you can attach the document received from the customer.
When a ticket is created that time customer will notify via email.
When a ticket is created that time assign user will notify via email.
When you click on the 'Replay' button on the form, this wizard will appear where you can set an email template as per replay. In Email, there is one link 'View Ticket', Where customers can see the ticket status.
'Replied Date' added after a replay and replied status will change 'Staff Replied'.
While the ticket is closed, the customer will notify via email with a feedback link. Click on the link.
After click on the link customer will see this view, where customers give feedback with comments.
Thank you message after submitting feedback.
Customer feedback.
"Ticket Close" information will be added here.
Chat with customers in chatter.
Ticket on Portal.
List view on portal. You can group by, search, and create tickets.
Helpdesk Portal ticket view where users can download ticket in PDF.
Helpdesk Portal ticket in PDF.
Helpdesk Portal ticket in PDF for the backend.
'Ticket Dashboard' for Helpdesk Manager. Where you can filter data with various filters and see data in well-organized table format.
'Ticket Dashboard' for Helpdesk Team Leader. Where a leader can see only his team data and filter data with various filters, see data in well-organized table format.
'Ticket Dashboard' for Helpdesk User. Where users can see the only ticket which is assigned, filter data with date filters, and see data in a well-organized table format.
