Skip to main content

Add Support Log Ticket

Detail Tab

Video training manual 2016 - Click Here

 Support log tickets are used to capture work for internal and technical staff.

Customer problems or support issues.

 CRM Module > Activity > Support log ticket

image.png

 It shows a list of support log from customers

Search according to user’s preference

Search 

Log No – search using a  support log number

Reference – search by entering the reference of the support log

Employee Log – search by selecting the employee from the drop down arrow

Assign To – search by selecting the person the support log is assigned to a  certain user

Debtor – search by the debtor

Date From – search by entering the from which the support log will run from

Date To – search by entering the date to, in order to limit to search run

Task – search by selecting the status from the drop down arrow

Show Completed – tick the box to search for completed support logs

Details Tab - to show the support log details

Support Tasks Tab – to show support log tasks

Status Tab - to show and allocate different colours to the status codes

Standard Tab has five buttons

Insert button – to insert the time log

Amend button - allows changes on an existing time log

Delete button – to delete the time log

Print button – to print the time log

Print Grid button – to print support log report

Extras Tab 

Create Time Log button – to create a time log

New Features

Colour Code Status of Task

Colour code in the  the Support Log Status makes  it easier to view the different status of support tasks sitting in the Support Log Queue.

The user has the ability to change the status colours themselves.

Colour Codes On the due date - denotes at a glance wich support logs need urgent attention.

Closing or Cancelling of Service Logs

Service Logs cannot be deleted off the  Webaccounting system and the only way in which they can be resolved is by either closing or cancelling the Service Log.

To search for completed and cancelled Service Logs tick the Added Show Completed tick box.

Status Task Percentage Complete

The Service Log progress can be monitored by assigning a % completed.