Customer Service Module
Overview
The Customer Service module is the central hub for managing all support tickets and internal status updates. It ensures every client inquiry, complaint, or request is tracked, assigned to the right person, and resolved efficiently.
Module Sections
| Section | Description |
|---|---|
| Tickets | Create and manage support tickets for client issues — assign to the relevant team and track until resolved. |
| Delivery Updates | Log which units have been delivered or are due for delivery, and track construction milestones. |
| Clients Updates | Record changes or updates to a client's personal information or any client-related data. |
| Units Updates | Log changes made to a unit's specifications (e.g., space, merging with another unit). |
| Tickets Actions Filter | Search and audit the full action history across all tickets. |
| Customer Service Settings | Configure ticket types, update types, and ticket visibility rules. |
Module Pages
| Page | Description |
|---|---|
| Tickets | The main ticket list, fields, statuses, and how to assign tickets. |
| Delivery, Clients & Units Updates | The three update timelines and their Create forms. |
| Tickets Actions Filter | Searching and reviewing the full action history of tickets. |
| Customer Service Settings | Ticket types, update types, and the ticket visibility mode. |