Manage CRM With Helpdesk | Manage Helpdesk With CRM | Helpdesk Tickets With Leads | Leads With Helpdesk Tickets
by Softhealer Technologies https://www.softhealer.com$ 53.40
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 7965 |
| Technical Name |
sh_helpdesk_crm |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 13.0 16.0 17.0 12.0 15.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 7965 |
| Technical Name |
sh_helpdesk_crm |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 13.0 16.0 17.0 12.0 15.0 14.0 |
Manage CRM With Helpdesk
If your company provides prepaid support services, meaning that the authorized user accepts responsibility for payment of the charges for use of the company's service. You can do that with this module. This module allows your helpdesk team to generate an lead/opportunity directly from the helpdesk ticket vice versa they can generate a helpdesk ticket from the lead/opportunity. It helps to provide resulting in faster responses to your customer needs. You can easily manage products in tickets and display products in the ticket PDF report.
Related Modules
Helpdesk Advance
Website Helpdesk Advance
All In One Helpdesk Advance
All In One Website Helpdesk Advance
Features
- Easy to create lead/opportunity from the helpdesk ticket.
- Easy to create helpdesk ticket from the lead/opportunity.
- We provide a separate security group to manage helpdesk ticket to lead/opportunity & lead/opportunity to helpdesk ticket operations.
- You can filter tickets lead/opportunity wise & lead/opportunity ticket wise.
- You can manage products in tickets as well you can display products in the ticket PDF report.
Tick security group "CRM Helpdesk Ticket" to generate lead/opportunity directly from the helpdesk ticket as well generate a helpdesk ticket from the lead/opportunity.
"Helpdesk Ticket" form view, press the "Create Lead" button to create lead directly from the helpdesk ticket.
After that one wizard opens, fill the details then press the "Save" button.
Now, from the ticket, you can see generated leads of that ticket using the "Leads" smart button.
So, from that leads, you can see tickets of that lead using the "Tickets" smart button.
"Helpdesk Ticket" form view, press the "Create Opportunity" button to create an opportunity directly from the helpdesk ticket.
After that one wizard opens, fill the details then press the "Save" button.
Now, from the ticket, you can see generated opportunities of that ticket using the "Opportunities" smart button.
So, from that opportunities, you can see tickets of that opportunity using the "Tickets" smart button.
You can create a helpdesk ticket from the lead/opportunity using the "Create Ticket" button.
After that one wizard opens, fill the details and save it.
"Helpdesk Ticket" created.
You can see tickets of that lead/opportunity using the "Ticket" smart button.
It opens tickets Kanban view.
Created ticket form view looks like this.
You can filter tickets lead/opportunity wise.
You can filter lead/opportunity ticket wise.
Manage Products
Goto user config setting, Enable 'Manage Products'.
You can select products for each ticket.
Ticket PDF report with the products.
Version 13.0.2 | Released on : 18 th November 2021
- Fixed Minor Bug Fixed.
Version 13.0.1 | Released on : 2 April 2021
- Initial Release.
- Yes, this app works perfectly with Odoo Enterprise as well as Community.
-
No, Our helpdesk app works independently. The standard helpdesk app and our helpdesk app together not works!
Here is the link where you can purchase our helpdesk enterprise app.
Helpdesk Enterprise
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 90 days.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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