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Tag: Helpdesk

Distribution of Tickets by Labels in Odoo 18 Helpdesk | Ticket Dispatching Based on Tags | Odoo 18 – CBMS Odoo ERP
Odoo 18

Distribution of Tickets by Labels in Odoo 18 Helpdesk | Ticket Dispatching Based on Tags | Odoo 18 – CBMS Odoo ERP

Assign tickets based on their tags. #Odoo18 #OdooHelpdesk #OdooTutorial #OdooLabels #OdooTags #TicketManagement #HelpdeskAutomation #BusinessSoftware #CRM #SoftwareTutorial #EnterpriseSoftware #OdooDevelopment #Odoo18NewFeatures #Odoo18ReleaseDate #Odoo18Helpdesk #OdooHelpdeskTutorials #TicketDistribution #Odoo18Tutorials #Odoo18ERP #BusinessAutomation #Odoo18TicketManagement #Odoo18CRM #Odoo18Support #Odoo18Features #HelpdeskSoftware #TechTutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Distribution #Tickets #Labels #Odoo […]

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Sending Chats for Technical Knowledge in Odoo 18.1 Livechat | Forward Chat Based on Expertise – CBMS Odoo ERP
Odoo 18

Sending Chats for Technical Knowledge in Odoo 18.1 Livechat | Forward Chat Based on Expertise – CBMS Odoo ERP

Sending chats for technical knowledge Use the chatbot and route live chats to operators with the right knowledge. #Odoo18 #Odoo18Livechat #OdooTutorial #Odoo18Features #OdooSupport #TechnicalSupport #Livechat #OdooTips #ERP #BusinessSoftware #OdooRelease #OdooCommunity #OdooExpert #SoftwareTutorial #BusinessTips #Odoo18ReleaseDate #Odoo18Chatbot #OdooLivechat #Odoo18NewFeatures #Odoo18Tutorials #OdooLivechatForwarding #Odoo18CRM #Odoo18Support Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ […]

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How to Configure Customer Rating in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP
Odoo 18

How to Configure Customer Rating in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Odoo 18 Helpdesk offers customer rating functionality to gather feedback on your support services. Here’s a breakdown of how it generally works and what you can expect, based on Odoo’s typical implementations and available information: Key Features and Concepts: Ticket Rating: Customers can rate their satisfaction with the resolution of their helpdesk tickets. This is […]

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Overview of Odoo 18 Helpdesk Reports | Odoo 18 Helpdesk Tutorial | Odoo 18 Functional Tutorials – CBMS Odoo ERP
Odoo 18

Overview of Odoo 18 Helpdesk Reports | Odoo 18 Helpdesk Tutorial | Odoo 18 Functional Tutorials – CBMS Odoo ERP

In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]

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How to Create & Manage Stages in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP
Odoo 18

How to Create & Manage Stages in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Mastering Helpdesk Workflow: Managing Stages in Odoo 18 This video demonstrates how to manage stages within the Odoo 18 Helpdesk module effectively. Learn how to: Customize stages: Create, edit, and reorder stages to match your specific workflow. Assign stages to teams: Ensure the right teams are responsible for handling tickets at each stage. Configure email […]

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How to Manage Service Level Agreement SLA in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Manage Service Level Agreement SLA in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 – CBMS Odoo ERP

In Odoo, an SLA (Service Level Agreement) is typically used in the context of customer support, project management, or service contracts. It defines the commitments and timeframes agreed upon between a company and its clients for providing services or resolving issues. Odoo does not have a dedicated SLA module out-of-the-box, but SLA functionality can be […]

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How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP
Odoo 17

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

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How to Create a Ticket From Forum Post in Odoo 18 | New & Latest Features in Odoo 18 | Odoo 18 Forum – CBMS Odoo ERP
Odoo 18

How to Create a Ticket From Forum Post in Odoo 18 | New & Latest Features in Odoo 18 | Odoo 18 Forum – CBMS Odoo ERP

Odoo 18 itself doesn’t directly integrate with external forums to automatically create tickets from forum posts. However, there are a couple of workarounds you can consider: Monitor the forum: Regularly check your forum for new posts indicating potential issues. Gather information: When you find a relevant post, collect key details like the post title, description, […]

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How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP
Odoo 17

How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

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Helpdesk: SLAs | Odoo Helpdesk – CBMS Odoo ERP
Odoo Tutorials

Helpdesk: SLAs | Odoo Helpdesk – CBMS Odoo ERP

In this video, learn how to create and customize Service Level Agreements with Odoo Helpdesk. 00:00 – Intro 00:35 – Activate SLA feature 01:45 – Create a new SLA Policy 03:04 – SLAs in action 04:28 – Outro **Check out more Odoo tutorials** – Helpdesk playlist **App documentation** – Helpdesk: [Getting Started] – Helpdesk: [Receiving Tickets] […]

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