User Guide
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • Agency Handy User Guide - For Client
  • 1. Introduction of Agency Handy
    • 1.1 Why should you choose Agency Handy?
  • 2. Getting Started
    • 2.1 Sign In
    • 2.2 Accessing the Main Interface
  • 3. Managing Dashboard
    • 3.1 Service
      • 3.1.1 View Service Details
      • 3.1.2 Purchase a Service
      • 3.1.4 Share URL of a Service
    • 3.2 Order
    • 3.3 Subscriptions
    • 3.4 Tickets
    • 3.6 Invoices
    • 3.7 Files
      • 3.7.1 Manage Files in Order Task
      • File Feedback
  • Use case
    • How to create Lead via API
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  • What:
  • Purpose:
  • Pre-conditions:
  • Steps to Use (Detailed Guide)
  • Important Notes:

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  1. 3. Managing Dashboard

3.4 Tickets

Clients can create, manage, and track support tickets, apply filters, sort tickets, export data, and delete tickets for efficient issue resolution.

What:

This feature allows clients to:

  • Create support tickets for inquiries or issues.

  • View and manage existing tickets in a structured list.

  • Filter and sort tickets based on multiple parameters.

  • Export ticket data for record-keeping.

  • Delete tickets if necessary.

Purpose:

  • Provide a structured ticketing system for issue tracking.

  • Enable efficient client support by organizing tickets based on status and priority.

  • Allow clients to track ticket progress and resolutions.

  • Offer easy access to past tickets through filtering and sorting options.

Pre-conditions:

  • Clients must have an active account on Agency Handy.

  • The ticketing system must be enabled by the service provider.

  • Clients can only access tickets related to their account.

Steps to Use (Detailed Guide)

1. Creating a Ticket

  1. Log in to your Agency Handy account.

  2. Navigate to the Tickets section in the left sidebar.

  3. Click the Create Ticket button.

  4. Fill in the required details:

    • Subject (Brief title of the issue)

    • Description (Detailed explanation of the problem)

    • Priority Level (Low, Medium, High, Urgent)

    • Status (Open, In Progress, Resolved, Closed)

  5. Click Submit to create the ticket.

2. Viewing and Managing Tickets

  1. A list of all submitted tickets will be displayed.

  2. Click on any ticket to view details and responses.

  3. Update ticket status if an issue is resolved or requires further attention.

3. Filtering & Sorting Tickets

  1. Use Filters to refine ticket searches:

    • Status (Open, In Progress, Resolved, Closed)

    • Priority (Low, Medium, High, Urgent)

    • Issue Date (Filter by when the ticket was created)

    • Completed Date (Filter by resolution date)

  2. Use Sorting Options to arrange tickets:

    • Alphabetically (A-Z / Z-A)

    • By Issue Date (Newest First)

4. Exporting & Deleting Tickets

  1. Click the Export button to download ticket data in CSV/Excel format.

  2. Select any ticket and click Delete to remove it permanently.

Important Notes:

  • Clients can only delete tickets they have created.

  • Deleted tickets cannot be recovered.

  • Ticket priority helps service providers prioritize responses efficiently.

  • Status updates ensure clear communication between clients and support teams.

  • Exporting ticket data is useful for tracking support history.

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Last updated 20 days ago

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