New Ticket Status in BizCore System
Ticket Statuses in BizCore help you track the progress of support tickets by categorizing them into different stages, such as Open, In Progress, or Closed. Setting up clear statuses helps your support team stay organized and gives clients a better understanding of their ticket’s progress. This guide will walk you through the steps to create and configure new ticket statuses.
Access the Ticket Status Setup
1. Log in to your BizCore administrator account.
2. From the main dashboard, navigate to the Setup menu in the sidebar or top navigation bar.
3. Click on Support to expand the support-related configuration options.
4. Select Ticket Statuses to view the list of existing ticket statuses.
5. Click the + New Ticket Status button to create a new status.
Configure the Ticket Status
You will see a form where you can set up the new status.
| Field | Description |
|---|---|
| Ticket Status Name* | Enter a clear, descriptive name for the status (e.g., Open, Pending Customer Reply, Resolved, Closed). (Required) |
| Pick Colour* | Choose a color to represent this status. Enter the color in hex code format (e.g., #FF0000 for red, #00FF00 for green).(Required) |
| Status Order* | Set a numeric order for this status. Lower numbers usually appear first in the list, defining the workflow order. (Required) |
Note
Choose status names and colors that are easy for your team to recognize. For example, use green for Resolved/Closed and red or orange for Pending or Critical statuses.
Save the Ticket Status
1. Review the details to ensure they are correct.
2. Click Save to create the new status.
3. The new status will now appear in the list and will be available to select when creating or updating tickets.
Managing Ticket Statuses
Once ticket statuses are created, you can manage them as needed:
– Edit: Click the Edit icon next to a status to update its name, color, or order.
– Delete: Remove unused statuses by clicking the Delete icon. (Use caution — deleting a status may affect tickets currently assigned to it.)
– Reorder: Adjust the Status Order numbers to control how statuses are displayed in the workflow.
Creating Ticket Statuses in BizCore is a crucial step for maintaining an organized and efficient support process. By defining clear statuses with distinct colors and logical order, you can streamline ticket handling, improve communication with clients, and keep your support team aligned.