Repair Service - Ticket Merging

by
Odoo

54.22

v 12.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 2745
Technical Name sync_helpdesk_merge_ticket
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 12.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 2745
Technical Name sync_helpdesk_merge_ticket
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 12.0 13.0

Repair Service - Ticket Merging

At times multiple tickets are created for a particular issue through separate channels. To avoid conflicts all related tickets can be merged together and the communication can be streamlined.

Once the ticket is merged all the information can be consolidated and the manual process to copy the information and delete the source ticket is avoided.

The ticket from which the merger action is initiated will be considered as the Source ticket and will become a part of the destination ticket.

This module is compatible with

  • Community
  • Enterprise
  • Odoo.sh

Key Features

    The Merge action is based on the tickets created by the same customer and ticket type with similar name, email id and phone number.
    All necessary information from the source tickets are moved into the destination ticket.
    Source ticket will be cancelled after it is merge into destination ticket.
    A note is added to the destination ticket with a link to the source ticket.
    All messages are sorted in chronological order.

Source Ticket View

Destination Ticket View

Ticket Merge Process

In source ticket detail view, click on the "More" button on top-right corner and choose merge option.

Select destination ticket from the dropdown menu and click on "Merge" button for merge ticket into destination ticket.

Destination Ticket After Merge

After merge process is done, all the necessary information from source ticket are merge into destination ticket and source ticket is automatically linked with destination ticket.

Source Ticket After Merge

Source ticket will be automatically cancel after merging with destination ticket.

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5) This module is tested and working on Odoo vanilla with Ubuntu OS.

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