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Nov 19 2010

Add a Service Request Form to your website.

Important: This section assumes that you already have a website.

Let customers submit their own tickets.

The online Service Request Form allows your clients to submit their own tickets. Once submitted, this request will be added to your queue as a NEW item. You can even add custom fields to the form to collect more info about the job.
  1. Browse to Settings > Customize > Website Integration.
  2. Copy the code in the box Embed Online Request Form.
  3. Paste the code into the webpage that will be used for MHelpdesk.
  4. Fixing display issues

Auto-Assigning Web-Submitted Tickets

When a custom fills out the online request form, it’s a good idea to auto-assign these tickets to the correct technician. This ensures that web requests don’t get lost. To auto-assign service requests made on the web:
  1. Navigate to Settings > Automation > Auto-Update Rules
  2. Set the Assign To drop-down to your desired technician
When new requests come in, it will be auto-assigned to this tech.

Written by admin · Categorized: Customer Portal, Website Integration · Tagged: online service request form

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