Products are similar to ticket tags and can be used to attribute additional information to your tickets. For example, if you sell different types of products or provide various services, you can use product tags to define each of them. Products are very similar to tags and they can be used to filter your tickets. Learn how to create and apply them below.
How can I create and use products?
To create new product tags, follow these simple steps:
Step 1. Go to Administration > Settings > Products. Next, click on the little “+” icon in the upper right corner of the screen, as seen below. You can see how many times a product tag was used based on the number next to the name (“Count“).
Image 1. Create a new product tag
Step 2: Once you’ve done that, a new form will open. Enter a name for your new product tag and click “Create“.
Image 2. Create a new product tag in Paldesk
Step 3. Now that you’ve created your new product tag, you will be able to apply it to your tickets. Open the Ticket tab and select one of your tickets (My tickets) or any other ticket (All tickets) assigned to your team. Add a new product from the drop-down menu and save changes. The new tag will appear as shown below.
Image 3. New product tag applied
Finally, you can filter your tickets based on a number of different attributes, including products. When you filter tickets based on product tags, it will look something like this:
Image 4. Search by product