Within Teamwork Desk, your customers can
submit tickets through your customer
portal.
Once you have enabled and set up your
customer portal, your customers can
then contact you by selecting Submit a
Request to the top right of your
support page.
The customer will then be presented with your
contact form. The contact form includes the
following default fields:
- Subject
- First name
- Last name
- Email address
- Description
Note: If you have created any custom
fields for an inbox, you can choose
whether this field should be visible and
editable by the customer.
Once your customer has submitted a ticket to
your inbox, they can then sign in/create an
account to log in and view their submitted
tickets.
They will see five areas of
information:
- Ticket number - Each individual
request is given its own ticket number for
reference
- Subject - The subject entered by
the customer
- Create at - When the ticket was
created
- Updated at - Last update on the
ticket whether from the customer or
support team
- Status - Current status of the
ticket
The customer can then click on the ticket
number or subject title to view the
ticket.
When viewing the ticket, they will have the
option to submit new information or further
detail to the ticket thread using the text
entry to the center of the page.
They can also
mark the ticket as solved on their side by
ticking Please consider this request
solved and choosing Submit.
- Note: Customers cannot select the Please consider this request solved option when replying to tickets created by other members of their company.
You can also enable various ticket details to
show here when setting up your customer
portal under Customer
Permissions.
The customer can then adjust the properties
of the accessible details.
Note: If any existing custom fields for the
associated inbox have been set as visible or
editable for customers, they will also be
displayed in the ticket view in the Customer
Portal.
To the bottom of the page, the ticket thread
can be viewed. Replies from both the customer
and support team can be viewed here.
If a customer has permission to view company
tickets, they will also have access to
a Company Tickets tab when
they log in. As with their own tickets, they
can submit replies to company
tickets through the Portal.
Ticket limits and
attachments
- Characters: Each reply on a ticket is limited to a total of 1,038,336 characters.
- Quoted content included in a reply counts towards the character limit.
- When a reply exceeds the limit, you will be given an option to send the reply without the quoted content.
- Content: Each reply or note is limited
to a total content size of 5MB.
- Attachments: Each reply has a 20MB total size limit for attachments.
- This same limit also applies when merging tickets into a single ticket thread.
- Most
file types are
supported in
ticket
attachments as
long as they
fall within
the 20MB
limit.
- Attachments
from previous messages in the
ticket will be added as links into
the body of the message. These
files will be available for download
by anyone with the link and expire
after 30 days.
For more information, see: Changing the Appearance of
Your Customer Portal