How to scan and create Tickets automatically from Email in Customer Service

  • Last Created On Jul 07, 2023
  • 159
0 0

General screen-> Mail Scan Rules screen-> Scanned Mails Menu -> Ticket Menu


1. General


*Explanation:

The Mail Scan form Departments area is used to select departments to  retrieve or  process  emails  received from  customers sent   to their respective  departments.  The data retrieved will be displayed at the Scanned Mails screen.  For example: If you  select department A and p to have email as Test1@gmail.com, if the  customer sends an  email to this email address, the system  will proceed Filter emails in Test1@gmail.com,  if the  customer sends an email to this email address through the conditions of the "Scan Rules" screen, which  will then forward valid emails  to  the Scanned Mails screen  


2. Mail Scan Rules

  Ø Select Settings -> Select the Mail Scan Rules screen

  Ø  The Mail Scan Rules  screen is used to create filters to retrieve emails about theo created criteria

  Ø When the customer creates a ticket directly on the customer's Portal system, the system will go directly to the Tickets menu screen ofan Admin

  Ø Only when the customer creates a ticket and sends it to the department's set email, the system will filter the emails according to the Mail Scan Rules set up and forward the valid emails to the Scanned Mails screen of the Admin (To set up the emai representing the department, select Setup -> Select Support -> Select Departments -> Proceed to set the values to update the Email for departments


2.1. Blocked Senders

    The Blocked Senders screen is used to create and manage a filter that does not receive tickets when the sender has email that is under filtered conditions. For example, create a filter that doesn't receive tickets from customers whose email is test1@gmail.com. When the customer has an email test1@gmail.com send an email to the department address, the system will filter and not display in the Scanned Mails menu screen to create a Ticket

    The data at this screen will be used for the Scanned Mails menu screen

    

    2.2. Blocked Subjects

    The Blocked Subjects screen is used to create and manage filters that do not receive tickets when the sender composes an email containing Subjects that are in filtered conditions. For example, create a filter that doesn't receive tickets from customers whose email subject is "Complain". When the customer sends an email with the email subject "Complain" to the department address, the system will filter and not display in the Scanned Mails menu screen to create a Ticket

    The data at this screen will be used for the Scanned Mails menu screen


    2.3. Blocked Phrases

The Blocked Phrases screen is used to create and manage a filter that does not receive tickets when the sender composes an email with a Phrase in the filtered condition. For example, create a filter that does not receive tickets from customers whose email content is "Complain". When customers send an email with the email phrase "Complain" to the department address, the system will filter and not display in the Scanned Mails menu screen to create a Ticket

The data at this screen will be used for the Scanned Mails menu screen

2.4. Allowed Senders

In contrast to the Blocked screens, the Allowed Senders screen is used to create and manage ticket receipt filters when the sender has email that is in the filtered condition. For example, create a filter to receive tickets from customers whose emails are test1@gmail.com,  when customers with emails are test1@gmail.com send valid emails to departmental emails, the system will filter and display at the Scanned Mails menu screen to create Tickets

The data at this screen will be used for the Scanned Mails menu screen



2.5. Allowed Subjects

In contrast to the Blocked screens, the Allowed Subjects screen is used to create and manage ticket receipt filters when the sender composes an email with a Subject in the filtered condition. For example, create a filter for receiving tickets from customers whose email subject is "Help".  Then the system  will filter valid emails   and  display at the  Scanned Mails menu screen

The data at this screen will be used for the Scanned Mails menu screen


2.6. Allowed Phrases

In contrast to blocked screens, the Allowed Phrases screen is used to create and manage ticket receipt filters when the sender composes an email with a Phrase in the filtered condition. For example, create a filter for receiving tickets from customers whose email content is "Help"

The data at this screen will be used for the Scanned Mails menu screen


3. 
Scanned Mails

  Ø Scanned Mails screen used to manage the tickets that  customers send to the department's representative email (To set the emai to represent the department, select Setup -> Select Support -> Select Departments ->  Proceed to set  the values to update the  Email for the department)

  Ø Tickets when newly filtered and displayed at the Scanned Mails screen do not display status, but when successfully automatically generated tickets, they will display with the status of Ticket Imported Successfully, and the Tickets menu screen will display the new Ticket data stream

  Ø  Manual Mail Scanning function is used to manually filter emails that customers have sent to the department without running Cron Job







Views: 159

Recent Articles

  • Reset Data
    7
  • Add New Work Center
    5
  • Add New BoM
    6
  • Add New Routing
    4
  • Add New Product
    7

Popular Articles

  • Warehouse
    1333
  • Item Settings
    1080
  • General Accounting Settings
    967
  • Mapping Setup
    891
  • Inventory Receiving Voucher
    781