Knowledgebase

Support Ticket Settings

In WHMCS, you can configure various settings related to support tickets to customize how your ticket system operates. Here are the steps to access and modify support ticket settings:

  1. Log into WHMCS: Access your WHMCS admin panel using your username and password.

  2. Navigate to Support Ticket Settings:

    • Click on the "Setup" tab in the top navigation menu.
    • Under the "General Settings" section, select "Support Ticket Settings."
  3. Configure Support Ticket Settings:

    Here are some common settings you might find in this section:

    • Ticket ID Format: You can specify the format of ticket IDs.

    • Ticket Mask Format: This is used to define the format of the ticket number or ID. It can include placeholders like Y for the year, M for the month, and so on.

    • Ticket Attachment Settings: Configure settings related to ticket attachments, such as file upload limits and allowed file types.

    • Ticket Open Rules: Set rules for automatically opening new tickets based on client actions or events.

    • Ticket Notification Preferences: Define which types of notifications (email, SMS, etc.) should be sent for different ticket-related events.

    • Ticket Escalation Rules: Configure rules for escalating tickets based on criteria like response time.

    • Ticket Followup Rules: Set rules for automatically following up on tickets.

    • Ticket Statuses: Define the various statuses that tickets can have (e.g., Open, Closed, On Hold).

    • Ticket Priorities: Set priority levels for tickets (e.g., Low, Medium, High).

    • Ticket Departments: Create and manage different support departments for categorizing tickets.

    • Ticket Reply Email Address: Specify the email address from which ticket replies will be sent.

  4. Save Changes: After configuring the support ticket settings to your liking, click the "Save Changes" button.

  5. Test the System: Consider testing the ticket system to ensure that it functions according to your configured settings.

Remember to customize these settings according to your business needs and customer service policies. Regularly review and update these settings as needed to optimize your support ticket system.

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