Categories (for partners)

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The module can be used to create and customize the support center categories. When creating a ticket to the partner or provider, clients can choose a category associated with their ticket, for example "Finance" or "Marketing". The selected category will facilitate processing of your ticket, as it will be assigned to a responsible specialist of the Support center. When adding a new category or editing the existing one, you may select a department that will be in charge for for the issue.

For more information, please read the Categories module.

Module «Partner management»
Image:T-back.png Back to the partners list
Image:T-bullet.gif View a list of categories
Image:T-new.png Add new category
Image:T-edit.png Edit category
Image:T-delete.png Delete category
Image:T-on.png Enable the selected category
Image:T-off.png Disable the selected category
Image:T-filter.png Filter the categories list

View a list of categories

  • ID - category unique identifier.
  • Name - name of tickets category.
  • Default department - default partner's department that is in charge for the issue.
  • Price - cost of the technical support.
  • Project - partner's project that is associated with the provided services.
  • Properties - possible variants of the category status:
Image:p-on.png - customers can send their tickets specifying this category.
Image:p-off.png - customers cannot send their tickets specifying this category.

Add new category

To add a new category, click the "New" icon and fill out the following form:

Module «Categories»
  • Name - enter a category name (i.e. subject - "Finance", "Marketing", etc.).
  • Default department - select a department that will be in charge for the tickets.
  • Project - enter the provider's project relating to the services.
  • Ticket category - provide a category, i.e. whether this category is paid or free.
  • Full access - check the box to make the category available for all the products and services.
  • News category - check the box to allow the customers to subscribe to this category.

Edit category

To edit a category, locate the category you wish to edit, click the "Edit" icon and modify the settings you want to change.

Delete category

To delete a category, select it from the list and click the "Delete" icon. Confirm that you want to delete the selected category by clicking OK in the following form.

Filter the categories list

You can use the list filter to search the information about category by specific parameters. To initiate searching, click the "Filter" icon and fill out the form. You do not need to fill out all the fields. The search can be carried out by the ID, name, default department, project and status.

Once the filter is set, the list will be filtered by category. You can clear the filter that you have previously set by clicking "Remove filter" button.

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