{"id":1905,"date":"2019-05-29T09:57:17","date_gmt":"2019-05-29T09:57:17","guid":{"rendered":"http:\/\/crmtiger.com\/blog\/?p=1905"},"modified":"2024-07-10T06:30:53","modified_gmt":"2024-07-10T06:30:53","slug":"automate-customer-support-in-vtiger-using-7-steps-process","status":"publish","type":"post","link":"https:\/\/crmtiger.com\/blog\/automate-customer-support-in-vtiger-using-7-steps-process\/","title":{"rendered":"Automate customer support in vTiger using the 7-Step Process."},"content":{"rendered":"<style>\n.content ul{<br \/>    list-style: none;<br \/>}<br \/>.content ol, .content ul {<br \/>    margin: 10px 0 10px 10px;<br \/>}<br \/>.alignnone {<br \/>    float: none;<br \/>    margin: 0 21px 10px;<br \/>}<\/p>\n<\/style>\n<p>After getting so many requests from customers and prospects on how to setup and automate their vTiger system, they can easily manage customer&#8217;s support requests.<\/p>\n<p><!--more--><\/p>\n<p>The CRMTiger team is always ready to help you in that regard. Here we\u2019ve created a 7-step process on how to setup your vTiger ticket and email converter and workflow to automate support requests.<\/p>\n<p>Once you follow the steps below, you will have the automated support settings inside your vTiger system.<\/p>\n<h5 style=\"color: #00acef;\"><strong><span style=\"text-decoration: underline;\">Please follow steps mentioned below:<\/span><\/strong><\/h5>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>1.Setup Mailbox:<\/strong><\/span><\/strong><\/h5>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>A.Setup Email from Mail Convertor from CRM:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-email-converter.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1959 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-email-converter.png\" alt=\"img\" width=\"919\" height=\"434\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-email-converter.png 919w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-email-converter-300x142.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-email-converter-768x363.png 768w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>B.Select MailBox Folder for Scanning:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-converter.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1958 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-converter.png\" alt=\"img\" width=\"714\" height=\"425\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-converter.png 714w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-converter-300x179.png 300w\" sizes=\"auto, (max-width: 714px) 100vw, 714px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>C.Add Rules to Mail Convertor:<\/strong>\n<ul>Note : Please make sure to add rules as defined.<\/p>\n<li style=\"font-size: 15px;\"><strong>i.Add Ticket Update Rule.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-add-rule.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1964 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-add-rule.png\" alt=\"img\" width=\"825\" height=\"331\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-add-rule.png 825w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-add-rule-300x120.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-add-rule-768x308.png 768w\" sizes=\"auto, (max-width: 825px) 100vw, 825px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>ii.Add Ticket Creation Rule:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-create-ticket.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1966 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-create-ticket.png\" alt=\"img\" width=\"827\" height=\"316\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-create-ticket.png 827w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-create-ticket-300x115.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-create-ticket-768x293.png 768w\" sizes=\"auto, (max-width: 827px) 100vw, 827px\" \/><\/a><\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>D.Setup Scheduler to Run Mail Convertor to Create Support Ticket:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-scheduler.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1910 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-scheduler.png\" alt=\"img\" width=\"911\" height=\"276\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-scheduler.png 911w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-scheduler-300x91.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-scheduler-768x233.png 768w\" sizes=\"auto, (max-width: 911px) 100vw, 911px\" \/><\/a><\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>2.Create a ticket in CRM:<\/strong><\/span><\/strong><\/h5>\n<p>Once Mail Convertor has been setup as per Step #1 above, it will automatically create a ticket\u00a0 once any customer sends an email to your support email.<br \/>\nHere, we consider\u00a0<a href=\"mailto:techteam@crmtiger.com\">techteam@crmtiger.com<\/a> as a support email.<br \/>\n<a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-key-field.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1913 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-key-field.png\" alt=\"img\" width=\"1324\" height=\"672\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-key-field.png 1324w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-key-field-300x152.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-key-field-768x390.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-key-field-1024x520.png 1024w\" sizes=\"auto, (max-width: 1324px) 100vw, 1324px\" \/><\/a><\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>3.Workflow Setup for Sending Auto Email:<\/strong><\/span><\/strong><\/h5>\n<p>Setup workflow to auto-send email to customer or acknowledge to customer when support ticket has been created for the customer.<\/p>\n<p>Follow the instructions as per the screenshots below.<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>A. Create Workflow on Ticket Module:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-creation.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1915 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-creation.png\" alt=\"img\" width=\"1327\" height=\"442\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-creation.png 1327w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-creation-300x100.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-creation-768x256.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-creation-1024x341.png 1024w\" sizes=\"auto, (max-width: 1327px) 100vw, 1327px\" \/><\/a><\/p>\n<ul>\n<li style=\"font-size: 15px;\"><strong>B.Edit Workflow with Proper Subject Line:<\/strong><\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vTiger-workflow-subject.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1967 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vTiger-workflow-subject.png\" alt=\"img\" width=\"541\" height=\"481\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vTiger-workflow-subject.png 541w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vTiger-workflow-subject-300x267.png 300w\" sizes=\"auto, (max-width: 541px) 100vw, 541px\" \/><\/a><br \/>\n<strong>Note :<\/strong> Please make sure the workflow email subject is as per the screenshots above.<\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>4.Send Auto Email to Customer:<\/strong><\/span><\/strong><\/h5>\n<p>Once setup workflow in step #3 it will send auto email to customer.<br \/>\n<a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1918 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket.png\" alt=\"img\" width=\"771\" height=\"435\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket.png 771w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-300x169.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-768x433.png 768w\" sizes=\"auto, (max-width: 771px) 100vw, 771px\" \/><\/a><\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>5.When Customer Reply to Auto Email:<\/strong><\/span><\/strong><\/h5>\n<ul>\n<li style=\"font-size: 15px;\"><strong>A.Customer Received an Email.<\/strong>\n<ul>\n<li style=\"font-size: 15px;\">When the customer receives the email below and replies to the same email, it will be attached to comments against the ticket in CRM as per 5.b.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-reply.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1919 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-reply.png\" alt=\"img\" width=\"1081\" height=\"471\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-reply.png 1081w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-reply-300x131.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-reply-768x335.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-reply-1024x446.png 1024w\" sizes=\"auto, (max-width: 1081px) 100vw, 1081px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>B.Email Received in Comments:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-recent-comment.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1969 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-recent-comment.png\" alt=\"img\" width=\"609\" height=\"302\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-recent-comment.png 609w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-recent-comment-300x149.png 300w\" sizes=\"auto, (max-width: 609px) 100vw, 609px\" \/><\/a><\/p>\n<ul>\n<li style=\"font-size: 15px;\"><strong>Note : Auto-attachment of customer emails to support tickets will be done using email converter settings.<\/strong><\/li>\n<\/ul>\n<h5 style=\"color: #000000;\"><span style=\"text-decoration: underline;\"><strong>6.When Support Person Reply Comments:<\/strong><\/span><\/h5>\n<ul>\n<li style=\"font-size: 15px;\"><strong>A.Customer Received an Email.<\/strong>\n<ul>\n<li style=\"font-size: 15px;\">When a support person replies to a customer&#8217;s request stored in comments in CRM Its display is on the screens below.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-comments.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1971 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-comments.png\" alt=\"img\" width=\"383\" height=\"270\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-comments.png 383w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-comments-300x211.png 300w\" sizes=\"auto, (max-width: 383px) 100vw, 383px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>B.Setup Workflow to Send an Email When Comments Added by Support Person Add.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-setup-workflow.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1973 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-setup-workflow.png\" alt=\"img\" width=\"735\" height=\"486\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-setup-workflow.png 735w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-setup-workflow-300x198.png 300w\" sizes=\"auto, (max-width: 735px) 100vw, 735px\" \/><\/a><\/p>\n<ul>\n<li style=\"font-size: 15px;\"><strong>Note :<\/strong> Please make sure the workflow email subject is as per the screenshots above.<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>C.Send an email to the customer when the support person responds to their comments.<\/strong><\/li>\n<li style=\"font-size: 15px;\">As per the picture below, it displays an email received by the customer on comments added by the support person.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-ticket.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1923 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-ticket.png\" alt=\"img\" width=\"786\" height=\"351\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-ticket.png 786w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-ticket-300x134.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-mail-ticket-768x343.png 768w\" sizes=\"auto, (max-width: 786px) 100vw, 786px\" \/><\/a><\/p>\n<ul>\n<li style=\"font-size: 15px;\"><strong>D.Update Ticket Status When Reply:<\/strong><\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>1.Add New Action in Workflow Setup as Per The Step 6.2 to Update Status Field:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-update-fields.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1924 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-update-fields.png\" alt=\"img\" width=\"795\" height=\"285\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-update-fields.png 795w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-update-fields-300x108.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-update-fields-768x275.png 768w\" sizes=\"auto, (max-width: 795px) 100vw, 795px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>2.Updated Status When Workflow has been Execute when Support Person Reply to Customer:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-status.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1925 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-status.png\" alt=\"img\" width=\"905\" height=\"310\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-status.png 905w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-status-300x103.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-status-768x263.png 768w\" sizes=\"auto, (max-width: 905px) 100vw, 905px\" \/><\/a><\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>7.When Support Person Mark Ticket to Completed\/Closed:<\/strong><\/span><\/strong><\/h5>\n<p>This steps shows how to setup workflow when ticket status marked as <strong>Completed\/Closed<\/strong><\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\">1.Workflow Update to Send Email to Customer:<\/span><\/strong><\/h5>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>1.When Support Person Update Status to Closed:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-closed.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1927 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-closed.png\" alt=\"img\" width=\"651\" height=\"336\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-closed.png 651w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-closed-300x155.png 300w\" sizes=\"auto, (max-width: 651px) 100vw, 651px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>2.Setup Workflow to Send Email to Customer When Ticket Marked as Closed:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-update.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1928 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-update.png\" alt=\"img\" width=\"1071\" height=\"103\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-update.png 1071w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-update-300x29.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-update-768x74.png 768w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-ticket-update-1024x98.png 1024w\" sizes=\"auto, (max-width: 1071px) 100vw, 1071px\" \/><\/a><br \/>\n<a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-workflow-action.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-1930 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-workflow-action.png\" alt=\"img\" width=\"970\" height=\"538\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-workflow-action.png 970w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-workflow-action-300x166.png 300w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-workflow-action-768x426.png 768w\" sizes=\"auto, (max-width: 970px) 100vw, 970px\" \/><\/a><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-size: 15px;\"><strong>3.Send Email to Customer:<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a class=\"dt-single-image\" href=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-status-closed.png\" data-dt-img-description=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1931 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-status-closed.png\" alt=\"img\" width=\"630\" height=\"357\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-status-closed.png 630w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2019\/05\/vtiger-status-closed-300x170.png 300w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><\/a><\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\">Additional Requirement from Customers:<\/span><\/strong><\/h5>\n<p>We\u2019ve some additional requirement from users\/customers to add into vTiger to automate their support process. CRMTiger offers consulting services for such requirement.<\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>1.When Person CC in Email Reply to Same Email:<\/strong><\/span><\/strong><\/h5>\n<p>Sometime you have the requirement that when support person is not available or in some case manager of support person wants to answer some of the queries of customers. Here is the way how we setup workflow and ticket module\u2019s settings so whenever person who is CC in support email reply to the same email, and it will attached email content to support ticket.<br \/>\nThis will required some customization inside vTiger.<\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\"><strong>2.Add WYSIWYG Editor to Comments in Ticket:<\/strong><\/span><\/strong><\/h5>\n<p>Default vTiger doesn\u2019t have an option to display WYSIWYG editor to decorate comments inside ticket module. This required customization in vTiger.<\/p>\n<h5 style=\"color: #000000;\"><strong><span style=\"text-decoration: underline;\">3.Many More&#8230;<\/span><\/strong><\/h5>\n<p>If you have something to be customized other than the one mentioned above feel free to contact us on <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a><br \/>\n<a href=\"https:\/\/crmtiger.com\/contact-us.html?utm_source=blog-nm&amp;utm_medium=crmtiger-nm&amp;utm_campaign=del-module-vtiger-nm\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2316 size-full\" src=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg\" alt=\"img\" width=\"650\" height=\"160\" srcset=\"https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger.jpg 650w, https:\/\/crmtiger.com\/blog\/wp-content\/uploads\/2020\/11\/CRMTiger-300x74.jpg 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Feel free to contact us. We would be happy to assist you.<\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Hope you found this blog useful.<\/strong><\/span><br \/>\n<span style=\"font-weight: 400;\"><strong>Please contact us on <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a> if you needed further help from us.<\/strong><\/span><\/p>\n<div class=\"more-info\">\n<p><strong style=\"color: #00acef;\">Do You Need More Information ?<\/strong><\/p>\n<p style=\"color: #000000; font-size: 11pt;\">For any further information \/ query regarding Technology, please email us at <a href=\"mailto:info@crmtiger.com\">info@crmtiger.com<\/a><br \/>\nOR call us on <span style=\"color: #00acef; font-size: 12pt;\">+1 630 861 8263<\/span>, Alternately you can request for information by filling up <a href=\"http:\/\/crmtiger.com\/contact-us.html\">Contact Us<\/a><\/p>\n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>After getting so many requests from customers and prospects on how to setup and automate their vTiger system, they can easily manage customer&#8217;s support requests.<\/p>\n","protected":false},"author":1,"featured_media":1975,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1905","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-knowledge"],"_links":{"self":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1905","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/comments?post=1905"}],"version-history":[{"count":43,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1905\/revisions"}],"predecessor-version":[{"id":3694,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/posts\/1905\/revisions\/3694"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media\/1975"}],"wp:attachment":[{"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/media?parent=1905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/categories?post=1905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crmtiger.com\/blog\/wp-json\/wp\/v2\/tags?post=1905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}