3.2.6 Manage Client's Recent Ticket

Managing Clients' recent tickets is essential for maintaining effective communication with clients and ensuring timely resolution of their issues or requests. By monitoring recent tickets, users can promptly address client inquiries, update ticket statuses, and provide clients with real-time updates on their tickets. This helps enhance customer satisfaction and strengthens client relationships

Pre-condition to Use the Feature:

  • Users must have an active account on AgencyHandy and be logged in.

  • Users must be Super Admin/ Admin to access and manage client orders within their account settings.

To View a Client's Ticket

Steps to Use:

  • Access Order Management: Log in to your AgencyHandy account.

  • Navigate to Recent Tickets: Find and click on the "Recent Tickets" or "Tickets" section in your account dashboard.

  • Review Tickets: Browse through the list of recent tickets to identify the client's ticket you wish to manage.

  • View Ticket Details: Click on the specific ticket to view its details, including issue description, ticket status, priority level, and any notes or updates

  • Take Action: Based on the ticket status and client requirements, take necessary actions such as responding to the ticket, updating the ticket status, assigning the ticket to a team member for resolution, and providing any necessary follow-up actions as needed.

  • Record Updates: Make any relevant updates or notes regarding ticket management actions taken for future reference or documentation purposes.

  • Confirm Resolution: Ensure that all recent client tickets are effectively managed and addressed according to the client's needs and ticket specifications.

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