The Properties menu is used to edit and add fields /properties in certain menus. To edit and add fields /properties to the Tickets m enu, you need to take the following steps:
- Select the Properties menu.
- Then select the Tickets tab.
- Then you can click the “Create property” button.
- Then, the following pop-up will appear.
Keterangan:
No Kolom Penjelasan 1 Field name Fill the ticket name. 2 Field type Choose one of the available field types:
- Field Type (required) : Field type contains the choice of the type of property you want to fill. When you click on the field type, several property type options will appear that you can choose from, including:
- Single Line Text: Fill in the field with short text.
- Dropdown Select: Allows the user to select one of several options that appear as the contents of the field.
- Number: Field can only be filled with numbers.
- Date: The field can only be filled with the date and the user can directly fill in manually using the format dd/mm/yyyy or clicking from the calendar that appears when filling out.
- Upload: Field filling is done by uploading a file.
- Multiple Select: Allows the user to select more than one option that appears as the contents of the field.
- Percentage: The contents of the field will be automatically converted to a percentage.
- Text Area: Filling the field with long text.
- Photo: CRM will automatically open the camera for live shooting. Users cannot upload images from the gallery
- URL: Fill in the field with a link.
- Signature: Field filled with signature directly.
- GPS: CRM will detect the GPS location when filling in the field with the type of GPS done.
3 Add pipeline To add a pipeline to a ticket.
Check “Required” if the pipeline is required.
- If the form is appropriate, you can save it by clicking "Save".
- You can change and delete properties by clicking "Edit".
- In the pop-up that appears, you can change the property as desired or click "Delete property".
You can only delete additional fields or properties that you created yourself, while default fields or those created by Qontak cannot be deleted.
- You can rearrange fields by clicking “Reorder fields”.
Reorder fields are used to arrange the order of fields on the Create & Edit ticket page.
- Use the “six dots” to move the fields in the order you want or click the “three dots” to move the fields up or down. And click "Apply".
This is a guide on how to manage the properties ticket menu.
