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Merge Helpdesk Support Tickets and Issues

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Required Apps CRM (crm)
Invoicing (account)
Project (project)
Sales (sale_management)
Website (website)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Employees (hr)
Community Apps Dependencies website_helpdesk_support_ticket
Technical Name support_helpdesk_ticket_merge
License OPL-1
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Technical Name support_helpdesk_ticket_merge
License OPL-1

Introduction

The Merge Helpdesk Support Tickets module for Odoo enables support teams to consolidate multiple support tickets into a single ticket. This functionality simplifies ticket management, reduces administrative overhead, and enhances support team efficiency. By merging related tickets, businesses can provide more organized and effective customer support.

Key Features

  • Merge multiple support tickets into one from the list view of tickets.

  • Merge tickets into an existing ticket by designating it as the primary ticket.

  • Create a new ticket after merging multiple tickets.

  • Display secondary tickets on the primary ticket form for easy reference.

  • Archive merged secondary tickets, making them inactive in the list view while retaining the option to reactivate them if needed.

  • Note: This module does not merge or transfer message history or communication logs to the new or merged tickets.

Benefits

  • Streamlines ticket management by consolidating related tickets.

  • Reduces administrative workload and potential errors in ticket handling.

  • Enhances clarity and control over support tickets.

  • Improves customer service by providing organized and efficient ticket resolution.

  • Increases operational efficiency and reduces response times.

Compatibility & Technical Details

  • Required modules: CRM, Invoicing, Project, Sales, Website, Calendar, Contacts, Discuss, Employees.

  • Technical name: support_helpdesk_ticket_merge.

  • License: OPL-1.

  • Installation steps:

    1. Place the module into your custom modules directory.

    2. Restart the Odoo server.

    3. Activate developer mode.

    4. Update the apps list and install the module.

    5. In the helpdesk ticket list view, select multiple tickets and use the merge action.

    6. Choose the desired merge option and confirm the action.

    7. Review the consolidated ticket with preserved details and source references.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.