To use the ticket submission portal, point a link on your website to your ticket submission portal URL (Admin/My Portal/Public Portal). Most TeamSupport customers embed this portal into an iframe so that it appears to be a part of your website. You can see a live example here. This form also appears in the Public Portal landing page and if you use it from there, you have nothing further to do - but to point your customers to the landing page URL. In some cases however, you just want to present this simple form on a page of your website. The form below is customizable. You can change the theme color, decide what fields appear and even add custom fields. See below the image for more info. Add Screen Recording Your customers can record their screen which will auto embed into the ticket. When you view the ticket within your account, you will be able to play the video right from the ticket. Add Ticket Type selection TeamSupport allows you to customize the types of tickets you want to manage. You can create as many as you like and determine which types may be selected by your customers on this form. Please see here about customizing ticket types and setting them to be "visible on portal". Adding Custom Fields When you add a custom field to your ticket types, you can elect to make certain ones visible on the ticket submission form by checking the "visible on portal" option within the custom field settings. Click here to see how. Assigning the Basic Portal to a Product (Enterprise Only) This portal can be set up so that it assigns new tickets directly to a specific product you have defined in your account. This also allows you to have multiple product portals all which are assigned to different products, but supported by one instance of TeamSupport. To do this simply add the "Product ID" of the product you want the new tickets assigned to at the end of the Basic Portal URL. Your Basic Portal URL will now look like this: http://portal.TeamSupport.com/basicportal.aspx?OrganizationID=xxxx&ProductID=yyyy Where xxxx is your Organization ID and yyyy is the Product ID you want to associate new tickets to. To find your Product IDs, go to Reports and select the "Product List" report. |
