If you have the Service Tickets module active you can access the Service Tickets Dashboard via the Main ERP menu as shown below. 

Showing your Service Tickets dashboard as seen below.

You can view any tickets in what current STATUS they are in via the main Status Button Block and the active status will be shown in BLUE

You also can view filtering and display options if you click the link as shown

Expanding the selection as seen below.

The Service Ticket colors in our ERP system are designed to help you quickly identify the source of the ticket. If a ticket is created by someone within your organization, it will appear as a green button. If a ticket is created by one of your customers, it will appear as a blue button. If you or someone in your organization changes the assigned to someone outside of the original creator's organization, the button will appear in orange. This system allows your team to quickly and easily see which tickets come from internal sources and which come from external sources. Additionally, the grey tools button provides access to any other options you may have turned on for your account.

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  • If anyone in your Organization makes a Service Tickets it will appear on screen as a GREEN button 
     
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  • If one of your customers makes a ticket either via direct New Ticket email or via ERP granted access those tickets will appear in BLUE 
     
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  • If you or someone in your organization changes the assigned to to someone outside of the creators organization the button will appear in ORANGE

In order to help your team stay organized, we've created a ticketing system that allows you to visually see how any given ticket was created. You can also use the Grey Tools button to access any other options you may have turned on for your account. This will help you stay on top of all the latest developments in your project and keep everyone on the same page.

We currently allow you to filter and sort every column using the table tops headers and a standard SEARCH box.

Clicking the ticket number  will take you to the actual ticket  however, Clicking the  provides a dropdown of options/actions you can take without having to navigate to the ticket page.

If you have the Bulk actions module enabled you will be able to perform several bulk actions to any Service Tickets on your dashboard. 

One you have selected your batch of tickets you can click the Bulk Action(s) button where you can run one of several actions for the selected group.

The automation of service ticket closings is a handy feature that can save you time and keep your customers updated. You can use this feature from several places, but the most common will be the Service Ticket Dashboard section. Keep in mind that this feature only works when the templates module is enabled, since we will need a system template to email the ticket requestor once the closing occurs. 

To set up the auto close automation, simply go to the Service Ticket Dashboard. 

From the Ticket Button 

Or from the Bulk Action(s) button when running items in bulk. 
 

Once clicked you will be given a window that looks as such. 

Selecting the new status as Monitoring will trigger a form change that looks as follows.

You can now add a message that will be added as a Task Log. From there you can click the Auto Close Check box and start using the Auto Close feature.

• Date and Time to move to your next Status
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• The template you will be that the system will use to send the email of this automated event. Remeber the templates module is enabled and there must be at least 1 template assigned to Service Tickets. 
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• You can now select the next auto close status and click the Green Save 
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At this time we want to make sure you are since the ticket requstor will be emailed your automation request. 

This will move your Service Ticket into the Monitoring Status 

If you hover over the Orange Clock you can see that the ERP is watching this ticket and what it will do once the date and time of the automation event accures.

If you are also in the ticket itself you can see the information as well. 

Service Tickets that have been auto closed will now appear as such on the dashboard.

Notice that the Clock in now GREEN and not Orange as when the automation had not yet run.

We will also notify you if you are also on the Service Tickets page itself.