VoiceCloud Knowledge Base
  • Getting Started
    • VoiceCloudPBX System User Guide
      • Guide to Creating a Conference Room
      • Guide to Viewing Call Reports
      • Guide to Changing the Outbound Caller ID for Each Extension
      • Guide to Blocking Incoming Calls to the PBX
      • User Guide and Configuration for Ticket System
  • APIs Guide
    • Document
  • Common Problems
    • Guidelines for Converting Call Center Greeting Files
    • Guide for Using Audacity to Cut and Merge Music
    • Installation and Configuration Guide for MicroSIP (Windows)
    • Installation and Configuration Guide for Zoiper 5
    • Configuration Guide for Yealink Phones
Powered by GitBook
On this page

Was this helpful?

  1. Getting Started
  2. VoiceCloudPBX System User Guide

User Guide and Configuration for Ticket System

PreviousGuide to Blocking Incoming Calls to the PBXNextAPIs Guide

Last updated 4 months ago

Was this helpful?

  1. Staff

To create a new staff account, go to 'Settings', select 'Staff', then choose 'New Staff Member'.

Fill in the necessary information and click 'Save'.

Required fields:

  • Full Name : Staff's name

  • Email : Staff's email used for system login

  • Password : You can set a password or choose a random one for the staff to change later.

Additionally, the system supports creating multiple staff members simultaneously using the 'Import Staff' button.

Download the sample file, fill in the required information, upload the file, and click 'Continue'.

After uploading, click 'Continue' until you can preview the information, then click 'Import File'.

Click 'Finish' to close the import window.

  1. Customers

To create a new customer, go to 'Customers' and select 'New Customer'.

  • Fill in the necessary information and click 'Save'.

  • Required fields:

    • Full Name: Customer's name

    • Phone: Customer's phone number

Additionally, the system supports creating multiple customers simultaneously using the 'Import Customers' button.

Download the sample file, fill in the required information, upload the file, and click 'Next'.

After uploading, click 'Next' until you can preview the information, then click 'Import'.

  1. Customer Support (Ticket)

To create a support ticket, go to 'Customer Services', select 'Ticket', then choose 'New Ticket'.

Fill in the necessary information and click 'Open Ticket'.

  • Update the ticket status.

  • Enter the action details, select the ticket status, then click 'Add Respone'.

  • Ticket statuses can be customized, for example: Open, In Progress, On Hold, Closed.