Added Ability To Disable Customer Notification On Ticket Closure

Now you can choose if you want to notify customer on ticket closure.

The ability to disable the notification to the customer on ticket closure has been added to v1.21.12

When you clicked on the close button on a ticket and the “Close Ticket” popup shows, you can set the value for “Notify the Customer?” to “No” if you do not want to notify the customer. The default value is “Yes”

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Tickets Now Have A Reason Field

Tickets now have a “Reason” field, to indicate what caused the ticket to be raised. This will assist in helpdesk ticket reporting.

Please note that the diagnosis field is similar than the reason field, but the reason field is a more restricted field to improve reporting.

This feature is part of the v1.21.13 release.

Go to Workflow –> Helpdesk Ticket List and edit a ticket

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How To Merge Helpdesk Tickets

The helpdesk ticket merging function has been improved to give the user more power over what happens in the merge.

The admin user will be able to select what happens in the merge, such as to whom the merged ticket should be assigned to and which ticket should be kept as the merged ticket.

The improved ticket merging functionality is available from v1.21.08

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Added Two Factor Authentication

Two factor authentication has been added in version 1.21.10

With regards to compliance with GDPR and the Protection of Personal Information Act (4 of 2013), DataTill can be setup in such a way to prevent personal information from being lost, changed or stolen.

The identity of admin staff using DataTill can be ensured using two-factor authentication, controlling who has access to customer information on the system.

The customer portal does not have two factor authentication.

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Changes To Helpdesk Ticket Default List View

Changes to helpdesk ticket default list view includes:

  1. There is a user filter on helpdesk ticket list view which remembers the last user selected. The default user is “All Users”, but once support staff chooses his/her username in the dropdown the system will remember the choice.
  2. All users will see unassigned tickets (tickets not owned and not assigned to anyone) as well, otherwise no one will ever see those tickets. Filter by your own helpdesk department to see only unassigned tickets in your department.
  3. On the Helpdesk ticket list a hidden customer address field was added, so that it is possible to search by address.
  4. Added a date range filter to the helpdesk ticket list. The default date range is the last 12 months

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How To Follow Helpdesk Tickets

You will automatically get notifications if you are subscribed to “Helpdesk Notifications” in your user’s account settings.

Helpdesk notifications includes: when you are assigned to a helpdesk ticket and when the ticket gets updated.

 

To get update notifications even when you are not assigned to a ticket, you can follow a ticket.

Following tickets also helps if you want to quickly find a ticket in your ticket list.

The helpdesk ticket follower feature has been added in v1.21.09.

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Custom Parameters To Sales Application Form

We have added the ability to pre-fill the fields available on the <your_instance>/sales/apply form.

Please note this only works if you have the Sales Leads module activated on your instance.

This feature is only available on DataTill version v1.21.09 onwards.

 

The idea is that should you have a website (eg. wordpress) with an application form. The application form can look however you design it to look.

The application form’s fields should then get the values the user types in and populate the values as parameters in a URL when the user clicks on “Apply Online” on your website. Then it will take them to your DataTill’s system “Apply Online” screen with all the values prefilled as was filled in on your website.

Your_DataTill_Instance_Domain/sales/apply?leadsource=Website&mobile=0799999999&email=joesoap@beemail.com&idnumber=9001025046087&
contactname=Joe%20Soap&comments=This%20is%20a%20comment&companyname=test%20company&
type=Company&street=21%20kerk%20street&suburb=Bodorp&city=George&postalcode=6529

 

apply online sales leads

 

 

You can pre-populate the Datatill sales application form by supplying parameters below. (more…)

Monitoring Of Network Device Interface Changes

DataTill now monitors and reports on Network Device interface changes.

[This change is in affect from v.1.21.01]

A new cron job called “scan_devices” runs on a fast interval of every 5 minutes. This cron job is written exclusively in perl so as to be fast & lightweight, and does not call any PHP code. It scans all network devices via snmp or Mikrotik API to read the current status of the attached ethernet & vlan interfaces.

Network interface change detection:

When it detects a network interface change of mtu, sync speed, running state or interface name it generates a notification which will be sent to all admin users subscribed to the new “Network Devices Interface Changes” notification. These notifications can be delivered via email, sms or push message (slack).

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Customer Ratings Added On Helpdesk Ticket Closure

Customer ratings can be sent out in 4 ways:

  1. On completing a job card in lead to receipt. (This needs to be enabled in sales setup.)
  2. On closing a helpdesk ticket. (This needs to be enabled in helpdesk settings.)
  3. Customer can add a service rating at any time from their customer portal. (This can be enabled in sales setup.)
  4. An admin user of the system can request a service rating from a customer from the Edit Customer screen.

This post only looks at service ratings sent out on closure of helpdesk tickets.

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How To Use Categories As Debtor Note Templates

Debtors notes can be added to show on the Edit Customer (Customer Profile) screen. A new feature has been added to manage these debtor note templates as categories in the Categories screen.

Debtor notes can also be set to pop up automatically on the Edit Customer screen when there is one or more auto popup notes on the selected customer. The note will then pop up each time the Edit Customer screen is opened.

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