¶ Tickets Overview
¶ Introduction
The Splynx ticketing system was designed to empower technicians and meet customer needs through integration and automation. It offers all the functionalities you'd expect from a support platform for your team and customers.
In this tutorial, we'll learn how to use tickets and explore their features.
To help understand both perspectives, let's separate our ticketing system into two sections or views: one is the administrative perspective and the other is the customer experience.
¶ ADMINS
¶ Dashboard
The ticketing dashboard shows the following sections:
- Number of all tickets in the system with the statuses New/Work in progress/Resolved and Waiting on agent;
- General and per-agent (top 10) statistics of tickets with date range selection;
- Live log of recent activities in tickets;
- Quick reference to the tickets that were assigned to the administrator currently logged into the system;
- Statistics of assigned tickets between administrators in the system.
¶ How to create a ticket
Administrators can create tickets in 3 ways:
- In
Tickets → Dashboard, click the Create ticket button at the top-right corner of the page.
- Directly from a customer's / lead's profile by clicking the Tickets button and selecting the option Create from the drop-down menu.
- Within the list of New & open tickets Tickets → List, there is the
Create ticketbutton located at the top right of the page.
After pressing the button in any of the above ways, you will be redirected to a new window, where you need to fill out the following fields along with the message area:
- Hidden - the toggle allows you to hide the ticket from the customer, meaning they won't see it and won't receive related notifications;
- Customer / Lead - for which client/lead to create a ticket;
- Assign to - the administrator to whom the ticket will be assigned;
- Group - the ticket can be filtered to a specific group of tickets depending on the context of issue. The new group (-s) can be created in
Config → Helpdesk → Miscellaneous ticket configuration(Ticket groups section); - Watchers - administrator in Splynx who tracks the progress of a specific ticket but is not responsible for it. The added watcher will be informed of any changes in ticket activity through notification. The notification and its template can be configured in
Config → Helpdesk → Ticket notifications; - Cc Recipients - CC recipients receive an exact copy of the ticket and any further
Reply Allresponses in the thread. For example, you are sending a ticket to a lead with the network project and you want to send a copy of your email to your managers, so that they are kept in the loop. Pay attention, all recipients of the email will also see who has been CC’d; - Priority - the urgency of the ticket which can be set to
low,medium,highorurgent; - Status - the current state of the ticket, which can be set to
New,Work in Progress,Resolved,Waiting on customerorWaiting on agent. The ticket statuses can be configured inConfig → Helpdesk → Miscellaneous ticket configuration; - Type - the reason for creating the ticket which can be set to
Question,Incident,Problem,Feature requestorLead. The ticket types can be configured inConfig → Helpdesk → Miscellaneous ticket configuration; - Subject - a relevant subject of the ticket, usually referring to the reason for opening the ticket;
- Message - the main text content of the ticket can be typed here;
- Attachments - used to attach files to the ticket.
To minimize the typing process and save time of your team in general, use the Canned responses when creating tickets in Splynx. A new canned response can be added by clicking the Add response button.
By default, a response added in this way will be associated with the Personal group.
After a response is added, simply click on 
icon and choose your response to insert it into the ticket:
For more information, see Canned response guide.
In the Tickets module you can create new additional fields according to your needs.
For more information, see Additional fields tutorial.
To show / hide the build-in columns or change its order in the ticket list, click on 
icon at the top-right corner of the table:
¶ Ticket management
¶ Filtering
Once the ticket has been created, it will be visible in List table. Click on Filter button to filter tickets by Condition, Period, Customer/Lead, Group, Partner, Type, Priority or Labels.
Also, it's possible to search for specific text with the help of Text search field in the filter sidebar. On the top bar, click on the Quick access menu to filter tickets by assigned administrator or click on Status to show tickets only in a certain status.
The list of tickets can be shown in two layouts: table view and card view. Use 
icon to change to your preferred layout.
¶ Mass actions
Use the mass Actions menu for selected ticket (-s) to reassign, change the status / priority, type of the ticket etc. directly from the tickets table. The available options in the drop-down list depend on the section that is currently opened.
EXAMPLES
Labels:
You can add labels to tickets using the mass action:
To configure the labels, navigate to Config → System → Labels, and select Tickets from the 'Select module' dropdown menu.
Change:
¶ Action buttons
In addition, we can manage each ticket in the table with the available actions in the column with the same name:
¶ Ticket working area
The ticket working area is divided into 3 parts:
- ticket parameters;
- action buttons;
- message area.
- Ticket parameters:
- Note - area for entering a note that is not visible to the customer. This note is only visible in the sidebar;
- Hide from customer - toggle to hide/show the ticket from the customer;
- Customer/Lead - change the customer/list for whom the ticket was opened;
- Assigned to - reassign the ticket to a specific administrator;
- Group - change the group of ticket with which administrators are associated;
- Watchers - add watchers to view all ticket activity;
- Subject - change the subject of the ticket;
- Priority - change the urgency of the ticket;
- Status - change the current state of the ticket;
- Type - change the reason for the ticket;
- Labels - add labels to the ticket or remove them.
Update button is used to save changes made in the sidebar of the ticket properties. Note that the button has an additional function that allows you to save changes and change the status of the ticket at the same time.
- Action buttons:
- Reply - used to respond to a message or add a message to a conversation. This button opens the message area for entering or inserting content from canned responses;
- Add note - add a note to the ticket thread conversation, such note won't be visible for a customer, only to ticket's watchers or other administrators with a permission to view a ticket;
- Jump to last message - scroll down to the last message in the ticket thread conversation;
- Actions drop-down menu:
- Show activities - show all activities related to the current ticket, including automatic change of ticket status by the system;
- Show all files - show all attached files in the ticket;
- Create task - create a new task for support team, all pre-written messages, including notes, will be quoted in the description of the new task;
- Merge ticket - merge one ticket into another ticket, e.g. you received two support requests about the same issue from the same customer;
- Close ticket - close the ticket;
- Move to archive - change the status of the ticket to resolved and move it to Archive;
- Ping & Traceroute - assess the customer's device response.
To learn more, please read the Ping and Traceroute article.
To share a ticket thread conversation with an agent who doesn't have a Splynx account, e.g. from another department in you company, you can enable Public URl for the ticket. Open the necessary ticket, next to its title click on a small arrow sign, a small pop-up window should appear, click on the Public URl toggle to enable the option, the direct link to the current ticket will be copied to the clipboard.
For each text block (message) of the ticket there are additional actions:
- Edit message - each message in the thread of ticket can be edited by the administrator;
- Send message to email - send a separate message from the ticket thread to the email, a message text will be quoted;
- Delete message - remove separate message from the ticket;
- Split ticket - opens the form to create a new ticket with the quoted response of the client in the message area.
Message area
- Forward - this button opens the
CcandBccfields for forwarding the response as well as ticket content to another email address(s); - Send - send a response to the customer. An additional feature allows you to respond and change the status of the ticket at the same time;
- Upload - used to attach file (-s) to the ticket.
Once the issue reported in the ticket is resolved, click on the small arrow next to the Update button to open more options, click on Update and close item to close the current ticket, its status will be set to Resolved and the ticket will be moved to Tickets → List of closed section.
¶ List
In this section you will find a list/table of all new, opened and closed tickets in Splynx. For administrators who are part of the support team and respond to customer requests, this is their workspace in the ticketing module.
In the filter above the table you can choose to show tickets assigned to a specific administrator, unassigned tickets, or all new tickets in the system. You can also filter tickets by status after selecting a ticket source to display. For ease of access, the Refresh and Create ticket buttons have been added along a button to hide or show the filter sidebar.
Press the Filter to open its main sidebar. This filter can be used to specify tickets to view based on the selections in the specified fields
Please read more about filtering in the "Ticket Management" section (Filtering) above in this article.
After selecting the necessary values in the provided fields on the sidebar of the filter, click the Apply button to search for the tickets or click on the Clear filters button to clear all selected values and all the tickets in the table will be displayed.
The red dot on the Filter button means that the filter is applied:
The layout of each table related to the Tickets section in Splynx can be changed using two buttons - Table view and Card view. Deciding which kind to use is a matter of personal preference.
Only when using the table view layout, the Show/hide columns and Export to 
options are available.
Table view
Card view
¶ List of closed
In this section you will find a list/table of all closed tickets in Splynx.
At the top of the table is a filter that can be used to view closed tickets. The results can be filtered by the time period, the customer id and the assignee:
To re-open ticket or apply any other actions use the Actions mass selection menu or click the appropriate icon in the table column of the same name.
¶ Archive
In this section you will find a list/table of all archived tickets in Splynx.
The archived ticket list also be filtered to view the contents of a specific time period, by the client ID, by assignee to a specific administrator, by unassigned or by all tickets in the system.
To restore ticket or apply any other actions use the Actions mass selection menu or click the appropriate icon in the table column of the same name.
¶ Recipients
Here, you can pair unknown email addresses with existing customers/leads in Splynx.
For more detailed information, please read Tickets Recipients.
¶ CUSTOMERS
¶ How customers can create tickets
Your customers can also create tickets in three ways:
-
By sending a query to your incoming email (support@yourdomain.com), and the ticket will be created automatically in the system. Suggested read: how to configure your Inboxes.
-
By creating a ticket on the Customer Portal in
Tickets → Create ticket.
For more detailed information, please read about Customer's tickets.
- By creating a ticket from mobile app - SPLYNX - Customer Application.
-
Once a customer or administrator creates a ticket, notifications are sent to them via email.
-
Depending on the ticket template in use, tickets may contain a main message. This feature provides convenience, as customers and administrators can respond directly to the ticket via email.
-
If the template lacks a ticket main message, customers and administrators can log in to their respective portals using the link provided in the ticket notifications.
For additional information, please consider reading the following:
- Helpdesk
- Labels (select the Tickets module from the select menu)
- Templates (select the Tickets type from the select menu)
- Ticket automation
- Ticket notifications