Support Tickets

Support Tickets give your visitors and customers a private, tracked way to ask for help, and give your team one place to answer. Every ticket has a category, a priority, a state and a conversation of messages with optional attachments.

The admin Tickets list with ticket numbers, users, subjects, priorities, statuses and Show buttons

Support Tickets → All Tickets. Staff see every customer’s tickets; ordinary users see only their own.

How tickets work

Customer opens a ticket → Team answers (state: Answered) → Customer replies (state: Open) → Either side closes it (state: Closed)

Tickets are for conversations that need an answer and a history — a billing question, a request to move an appointment, a problem with an order. Unlike a message sent through the contact form, a ticket stays linked to the customer’s account, keeps every message in order, and shows its current state.

StateMeaningBecomes this when…
OpenWaiting for the team to answer.The customer creates the ticket or replies to it. Replying to a closed ticket opens it again.
AnsweredThe team has replied; waiting for the customer.Someone other than the ticket owner (for example a staff member) posts a message.
ClosedThe conversation is finished.The customer, or staff with permission, chooses Close Ticket.

Step 1: create ticket categories

Every ticket must belong to a category, so create at least one before customers can open tickets. Categories also give tickets their reference: the number is the first letters of the category followed by a running number (for example BIL000001 for Billing and payments).

The ticket categories list

Support Tickets → Ticket Categories lists the categories customers can choose from.

  1. Open Support Tickets → Ticket Categories and choose Create.
  2. Type the category name in the Translation field (one field per language when several languages are enabled).
  3. Choose Create. Use the edit and delete icons in the list to rename or remove categories.
The Create New ticket category form

A category only needs a name.

Keep categories few and clear

Customers pick the category themselves. Names such as Billing and payments, Appointments and bookings, Orders and shipping and General question are easy to choose between.

What the customer sees

Signed-in visitors reach their tickets from the Support tab of their My Account area, at /tickets. They only ever see their own tickets.

The customer form for opening a new ticket

The customer chooses a category and priority, writes a subject and a message and can attach files.

FieldWhat it does
CategoryRequired. One of the categories you created.
PriorityLow, Medium or High. A hint for the team; it does not change how quickly TruCMS responds.
SubjectA short title, up to 191 characters. Required.
MessageThe question or description. Required.
FilesUp to 5 files per message, each up to 5 MB, as PDF, PNG, JPG or TXT.
A customer viewing a ticket with the answer from the team and a reply form

The customer’s ticket page: state and priority, the messages (newest first), a reply form and a Close Ticket button.

What your team does

Staff with the view all tickets permission see the Support Tickets menu with All Tickets, Open Tickets, Closed Tickets and Ticket Categories. The list can be searched by number, subject or customer.

The admin ticket overview with details, a reply form, the conversation and a Close Ticket button

The admin view of a ticket. Details and participants on the left; the reply form and conversation on the right.

  1. Open Support Tickets → Open Tickets to see what needs an answer.
  2. Choose Show on a ticket.
  3. Read the conversation. The left card shows the ticket number, category, subject, priority, state, customer and dates; the Users and Files tabs list who took part and every attachment.
  4. Write your answer in Reply, attach files if useful, and choose Send. The state changes to Answered and the customer is notified.
  5. When the matter is settled, choose Close Ticket.

Staff can also open a ticket for themselves from Create Ticket, for example to test the flow or to log an internal request.

No automatic alert for staff

A new ticket appears in Open Tickets, but TruCMS does not email the support team when one arrives. Check the list regularly, or ask the customer to also write to your support address. The ticket owner is told when a ticket is created and whenever somebody else replies.

Notifications

WhenWho is notifiedHow
A ticket is createdThe customer who created itAn email “New Ticket Created” and a notification in their account area.
A message is postedEveryone else who has taken part in the ticketAn email “New Activity in Ticket” containing the message, and a notification in their account area.

Emails use the settings in Settings → Mail. When background processing is enabled (see Queue & Background Jobs), notifications are sent by the queue worker.

Permissions

PermissionAllows
view all ticketsOpen the admin ticket screens and see tickets of all customers.
answer ticketsReply to any ticket (customers can always reply to their own).
close ticketsClose any ticket (customers can always close their own).
download ticketsDownload attachments.
manage ticket categoriesCreate, edit and delete ticket categories.

The Support group in Roles & Permissions lists these. Give them to support staff, and keep them away from roles that only need to open tickets.

Troubleshooting

SymptomWhat to do
A customer cannot open a ticketCheck that at least one ticket category exists, and that the customer has fewer than 3 open tickets.
The attachment is rejectedOnly PDF, PNG, JPG and TXT files up to 5 MB are accepted, up to 5 per message.
The customer received no emailCheck Mail settings and the spam folder. See the FAQ.
A staff member cannot see the Support menuTheir role needs the view all tickets permission.

Visitor Accounts & My Account · Roles & Permissions · Mail