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Home > Success Center > Web Help Desk (WHD) > Web Help Desk (WHD) Documentation > Web Help Desk Getting Started Guide > Ticket submission via email > Options for submitting tickets

Options for submitting tickets

Updated October 10th, 2016

 

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Check out this video (3:30) on best practices for ticket submission.
 

You can submit Web Help Desk tickets by email or through the web interface. Determine whether clients can use both options, or if they are restricted to only one. The following sections describe each option to help you determine which option is best for your organization.

Submitting tickets through the web interface

When clients submit tickets through the web interface, the ticket assignment process is streamlined. Tickets are automatically routed to a tech or a tech group based on the ticket's request type.

You can also specify that certain fields on the web interface are required. For example, if you are using location groups, you can refine ticket assignment by requiring clients to select a location. You can also require customers to complete custom fields that apply to the request type. Collecting relevant information at ticket creation can help techs troubleshoot and resolve the issue more quickly.

As a result, organizations might encourage or even require clients to submit tickets through the web interface.

Submitting tickets through email

Email submissions require additional processing, but many organizations choose to enable this functionality because it is convenient for their clients.

When clients submit tickets through email, Web Help Desk creates a ticket based on the email content. All tickets are routed to the tech group associated with the incoming email account. Techs within this group must evaluate each ticket and select the appropriate request type.

Default incoming email account

All organizations must have a default email account. Typically, this account is associated with a generic email address that clients can easily remember (such as support@mycompany.com or helpdesk@mycompany.com). The default incoming email address receives all general support emails.

Additional incoming email accounts

You can choose to set up other incoming email accounts and link them to specific request types. For example, an organization might want to restrict potentially sensitive HR requests to the HR tech group. They can set up a second email account (hr@mycompany.com) that routes tickets directly to the HR tech group.

Tasks to configure email ticket submission

The following list outlines the tasks required to configure email ticket submission. See the following sections for details.

  • Verify ticket options:
    • For the Clients Can Create Tickets Using option, select E-Mail (or both).
  • Verify email options:
    • Enable the Create Accounts for Unrecognized Senders option.
    • Select Create New Ticket when the ticket ID is not recognized.
  • Configure incoming email accounts:
    • If necessary, set up a request type to assign to tickets created based on emails to the default account. Also, identify or create a tech group who assigns the appropriate request type to these emails.
    • Update the default incoming email account to enable email submissions.
    • Optionally, set up a second incoming email account for sensitive emails.
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