UVdesk- Notes on Customer

Reporting delivering item refreshes, forthcoming deals, or impending occasions, advancing the most recent pattern, and as well as another designated Notes on Customer for UVdesk is an extraordinary way to deal with kick your business to a higher level.

Introduction- Notes on Customer

Notes on the customer can contain common information about the Customer which will be apparent on all Tickets of that Customer to all Agents.

Furthermore, Notes on Customer for UVdesk App can help you in offering Smart Help to the customer. It’s anything but’s an incredible technique to keep Customers’ information instead of asking customers the same information for each Ticket.

Note – To utilize this module first, you should need to install UVdesk Open Source Helpdesk.

Features 

• The agent can see every one of the notes of the client by tapping on the single catch (Note on Customer).
• The ticket taking care of agent can add attachments to the notes.
• Assuming there are numerous tickets of a similar client, similar notes will show up on each ticket.
• Notes on clients will be noticeable just to the ticket agent.

Installation of Notes-on-customer Order Fetch Module

Step 1: Make a catalog with the name uvdesk inside the undertaking’s App organizer.

Step 2:The customer will get a zip folder after purchasing the extension. After that, unzip the respective extension zip and rename the extracted folder name to “Notes-on-customer” after that merge the Notes-on-customer folder into the project root directory inside apps/uvdesk.

Step 3: Next, run these commands below to complete the setup in the Project root directory.

$ php bin/console uvdesk_extensions:configure-extensions

$ php bin/console assets:install

$ php bin/console doctrine:migrations:diff

$ php bin/console doctrine:migrations:migrate

Now, clear project cache by $ php bin/console c:c

Once your packages have been configured successfully, they are ready for use Notes on Customer for UVdesk.

Admin Configuration: UVdesk Notes on customer 

Now on the ticket system, Notes-on-customer will display as shown in the given below image :

Agent(s) can View and as well as Add Notes about Customers from this shown below tab.

A text editor is as shown in the given below image i.e. Bold, Italic, adding an attachment, linking. Hence, An agent can make use of the same as per their own convenience as shown in the below image.

That’s all for the NOC Order Fetch Module of UVdesk Open Source if you still have any issues please raise a ticket on our ticket panel.