Note: This version of Teamwork Desk is no longer supported.
Check out our help docs for the new version of Teamwork Desk here.
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:
- First name
- Last name
- Email address
Note: If you have created any custom fields for an inbox and the customer has selected this inbox to submit a ticket to, the custom fields will appear within the form.
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
- Subject - The subject entered by
- Create at - When the ticket was
- Updated at - Last update on the
ticket whether from the customer or
- Status - Current status of the
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.
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 the customer has submitted a ticket to an inbox which has custom fields created on it then the custom field information will also show within the ticket details box along with the default information.
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.
For more information see: Changing the appearance of your customer portal