Customer Service Ticket Categories

Customer Service Ticket Categories

Customer Service Ticket Categories

In the customer service tickets page you can see several different categories available such as Incorrect Address, Request for Change, Incorrect EDI Data etc.
There is however the ability to adjust these to be what your business specifically requires.

Step 1 

Go to Settings > Lists and Zones > Customer Service Ticket Category.
This will open up the correct page and display any defaults you currently have.

Step 2

Select the  button, this will allow you create a new category.
When you get the pop up, enter in the display value of the category and the issue group.
You can then refer to the right table when your new category is selected.
In this table you will see the fields you can edit.

Force Group Assignment - Here you can force the group of logins this category assigns to.
Default Add to Freight Report - Add this category to the Freight Report.
Internal Use Only - Only used for internal logins.


    • Related Articles

    • Customer Service Ticket EDI Import

      Customer Service Ticket EDI Import In TransVirtual there is the ability to create Customer Service Ticket EDI (Electronic Data Interchange) Import rules that allow you to import Customer Service Ticket updates from other systems/emails OR allow you ...
    • Customer Service Ticket EDI Export

      Customer Service Ticket EDI Export In TransVirtual there is the ability to create Customer Service tickets against a consignment. The purpose of these tickets is to raise any issues to the the attention of your team so that they can be resolved. ...
    • Customer Service Tickets

      Customer Service Tickets Customer Service Tickets are a vital function in TransVirtual, they are used for customers to raise issues with your staff; they can ask for assistance in relation to any consignments experiencing issues. This article will ...
    • Customer Invoicing

      Identifying Rating/Pricing Issues When using TransVirtual pricing etc from time to time you may experience an unexpected price or no pricing against a consignment. These will be flagged upon invoicing and highlighted in the invoice window and will ...
    • Service Levels

      Service Levels Service Levels play a crucial role in TransVirtual as they are used to determine what type of freight a consignment falls under and are therefore very important in pricing a consignment. A list of the Service Levels in your account can ...