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ramf

Problem with the ticket system and email templates

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Hi all,

 

I think it's time to solve once and for all the problem with the ticket system and email templates - regarding the main contact / master account holder receiving all the emails - even the ones regarding a ticket that was opened by a sub account or a contact person from his organization.

 

The current state creates an overburden on the "master account holder" and causes misunderstandings who opens the ticket and so on (not to mentioned the spam to unnecessary participants).

 

 

Please follow this scenario:

 

- We have a company (let's name her "Macrosoft Ltd").

 

- We have in our WHMCS 4 contacts:

1. The master account holder - let's say his name is Tom Cruise and his rule is purchasing manager.

2. The support manager - Matt LeBlanc.

3. The sales manager - John Oliver.

4. The CEO - Elizabeth Tudor

 

Problem #1:

 

- When Matt opens a ticket he get an automated mail stating:

 

Tom Cruise (Macrosoft Ltd),

Thank you for contacting our support team. A support ticket has now been opened for your request and you will be notified by email when a response is made.

 

- Please note that the ticket was opened by Matt LeBlanc - not by Tom Cruise!!

 

Matt ask himself - WTF... I opened this ticket not Tom...

 

- The same mail is sent also to the "master account holder" - Tom Cruise.

 

Tom ask himself - WTF... I don't recall opening any ticket lately....

 

 

Problem #2:

 

- In our WHMCS we see under the submitter field - Tom Cruise (Macrosoft Ltd) (although the ticket was opened by Matt LeBlanc) - only when looking inside the ticket we can see that is was submitted by "Matt LeBlanc (Macrosoft Ltd) Contact"

 

 

Problem #3:

 

- Any reply we make to Matt LeBlanc's ticket is also sent to Tom Cruise

 

Tom ask himself - WTF... why do I keep getting this mails? (now take under consideration that Tom gets such an emails for all the tickets opened by Matt, John and Elizabeth - it can accumulate to lots of mails that's spams Tom mailbox!!!)

 

 

Problem #4:

 

- Let's say we want to sent a new quote to Elizabeth Tudor the CEO of Macrosoft Ltd

 

Again the quote is sent to Tom (and any other contact that have the relevant Email Notifications setting) and to Elizabeth.

 

and again - the name in the mail and on the quote is Tom and not Elizabeth!!

 

Actually any email template that have the {$client_name} merge fields will be of Tom regardless who is the relevant contact that should receive such a mail / notification / quote etc.

 

To sum it all up - there is a huge mix-up and confusion while using the Clients Information / master account holder information/ {$client_name}merge fields not to mentioned the amount of spam received to the email address registered under the Clients Information / master account holder.

 

This is something relevant to any customer with more then one contact - so I'm sure that lots of WHMCS users face the same problem.

 

 

If those problems weren't enough let's have few more:

 

Problem #5

 

- Sometimes John Oliver sends a mail to Matt LeBlanc and add us in this mail in CC. A new ticket is opened with John Oliver set as the relevant contact.

 

- Like stated before - Tom get's the email (and his name in the mail)

 

- There is no way for us to see we are not the ones this mail is sent to (we are only in CC on the original mail).

 

- If we reply to this ticket - only John (and Tom) will get the answer - nothing will be sent to Matt (unless we manually add his mail to the CC of the ticket - but there is no indication for us to do so).

 

 

 

 

To sum it all up,

I can't see the logic or advantages in the current situation - It create lots of problems and spam in any company that have more then one contact.

 

I think that creating a clear and strict use of the relevant contact across WHMCS ticket, email templates and any other part of WHMCS - is mandatory.

 

Every act we do should be related to a specific contact and only him.

 

 

In the Feature requests system I found several relevant request:

 

 

12 votes - Client Contact Ticket Management

 

https://requests.whmcs.com/responses/client-contact-ticket-management

 

7 votes - Disable Email to the main account e-mail

 

https://requests.whmcs.com/responses/disable-email-to-the-main-account-e-mail

 

4 votes - Support ticket notifications - limit to contact participating

 

https://requests.whmcs.com/responses/support-ticket-notifications-limit-to-contact-participating

 

4 votes - Improve email personalisation

 

https://requests.whmcs.com/responses/improve-email-personalisation

 

Total of 27 votes regarding the problem with the contact management.

 

 

I think that WHMCS team should read this post and see the problems stated here and find a solution A.S.A.P

 

But If from some strange reason it's not obvious this issue should be fixed - please please please add your votes.

 

Thanks!

Ram

 

 

 

Thanks,

 

Ram

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Hi,

 

Someone changed the thread name (thanks I guess) - but please note that the problem is not just with the ticket system or the email templates... this is something related to anywhere in the system using the {$client_name} (I think) - such as quotes etc.

 

Thanks!

Ram

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solving this issue and giving more flexibility to the whmcs developers will very help to many whmcs users....

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Agree that this needs to be looked at closer and resolved. Maybe it's already fixed in v6?

 

- Scott

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Hi all,

 

I have spent some more time in the feature request system and found lots of other relevant request regarding this problem.

 

There are at least 22 feature requests with a total of 156 votes.

 

In a nutshell all of them showing the same problem - in WHMCS there is no real distinction between contacts, sub accounts and main contact / master account holder.

 

Actually there should not be a main contact / master account holder at all...

 

The system should be built around companies with contacts /sub accounts that works in the company, the company itself should not have any direct contact information - It should serve just as a "container" to hold all the company contacts, products, services, domains, invoices and transactions#

 

All the other information should be in a contacts /sub accounts level

 

Let's go over the client profile:

 

Profile tab:

profile.PNG

 

All the red markings represent information that is not relevant to the company - but rather at the contacts /sub accounts level. All the remaining information is relevant to the company information / setting.

 

Contact tab:

 

contacts.png

 

===========================================================

 

Again - there should be a strict and clear distinction between the company and the contacts /sub accounts and between contacts /sub accounts to contacts /sub accounts.

 

This is something that should reflect on the ticket system, email template, quotes, invoices etc.

=========================================================

This is the list of relevant feature requests I found - but there are probably more.

 

Please vote for them + add your comment to this post so it will catch the eyes of WHMCS as the full project that it represent:

 

 

41 votes - Custom fields for additional contacts:

 

https://requests.whmcs.com/responses/custom-fields-for-additional-contacts

 

21 votes - add custom client fields for sub-accounts too

 

https://requests.whmcs.com/responses/add-custom-client-fields-for-sub-accounts-too

 

1 votes -Allow contacts/sub-accounts to update their details

 

https://requests.whmcs.com/responses/allow-contacts-sub-accounts-to-update-their-details

 

7 votes - Support ticket notifications - limit to contact participating

 

https://requests.whmcs.com/responses/support-ticket-notifications-limit-to-contact-participating

 

14 votes - Client Contact Ticket Management

 

https://requests.whmcs.com/responses/client-contact-ticket-management

 

2 votes - Contact name in email templates

 

https://requests.whmcs.com/responses/contact-name-in-email-templates

 

2 votes - Additional Contact Permissions

 

https://requests.whmcs.com/responses/additional-contact-permissions

 

1 votes - Support Tickets - Contact Filter

 

https://requests.whmcs.com/responses/support-tickets-contact-filter

 

1 votes - contacts should have the same disable field options as client details

 

https://requests.whmcs.com/responses/contacts-should-have-the-same-disable-field-options-as-client-details

 

9 votes - Disable Email to the main account e-mail

 

https://requests.whmcs.com/responses/disable-email-to-the-main-account-e-mail

 

1 votes - Company Access Controls

 

https://requests.whmcs.com/responses/company-access-controls

 

1 votes - Client Contact Notes

 

https://requests.whmcs.com/responses/client-contact-notes

 

17 votes - Send invoice related mail to Invoice contact only (if exists)

 

https://requests.whmcs.com/responses/send-invoice-related-mail-to-invoice-contact-only-if-exists

 

2 - votes - Clients Marketing Email-Newsletter Opt-Out Facility II

 

https://requests.whmcs.com/responses/clients-marketing-email-newsletter-opt-out-facility-ii

 

1 votes - Fully conceal financial information from account contacts/sub-users where permissions specifically require it

 

https://requests.whmcs.com/responses/fully-conceal-financial-information-from-account-contacts-sub-users-where-permissions-specifically-require-it

 

3 votes - Allow assigning Contact to ticket

 

https://requests.whmcs.com/responses/allow-assigning-contact-to-ticket

 

6 votes - Improve email personalization

 

https://requests.whmcs.com/responses/improve-email-personalisation

 

15 votes - Include email addresses that were added via CC to opening ticket and all replies

 

https://requests.whmcs.com/responses/include-email-addresses-that-were-added-via-cc-to-opening-ticket-and-all-replies

 

6 votes - Sub-accounts only viewing tickets they create

 

https://requests.whmcs.com/responses/sub-accounts-only-viewing-tickets-they-create

 

2 votes - Sub-Account Modify Password Permission

 

https://requests.whmcs.com/responses/sub-account-modify-password-permission

 

2 votes - Two-Factor Authentication for Sub-Account

 

https://requests.whmcs.com/responses/two-factor-authentication-for-sub-account

 

1 votes - Support Tickets: Improved display of who you're communicating with

 

https://requests.whmcs.com/responses/support-tickets-improved-display-of-who-youre-communicating-with

Edited by ramf
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Couldn't agree more. I'm stunned that the current state-of-affairs has survived for so long.

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