Kartris User Guide

19. Other Features

19.1. Support systems

Kartris contains built-in facilities to handle customer support through your web site.

 

These include a searchable knowledgebase system that you can load up with articles relating to specific products or technical issues, and a support ticket system that allows you to handle support from customers in a managed way, instead of via a slew of emails.

19.1.1. Knowledgebase

The knowledgebase features can be turned off (so they are hidden on the front end of your site) using the frontend.knowledgebase.enabled config setting.

 

To access the knowledgebase features in the back end, go to 'Support > Knowledgebase'.

19.1.1.1. Keywords

Articles can be created with just a name (display title), text (details) and page-title tag (for search engines). It is also suggested to use keywords; as well as populating the meta-keywords tag on the page, these keywords are also searched as part of the knowledgebase search on the front end. It is useful to add alternative spellings or names for certain things, or common misspellings, to ensure that articles have the best chance of being found with the knowledgebase search.

19.1.2. Support tickets

The support tickets system can be enabled for customers and site visitors with the frontend.supporttickets.enabled config setting.

19.1.2.1. Why not use email?

The Kartris support ticket system provides a web-based alternative for dealing with technical and sales support that has a number of advantages.

 

  • Tickets go into a pool, with any member of staff being able to take them from the back end. Even staff in multiple offices can provide support.

  • If a customer is in discussion with a member of staff who is absent or unavailable, another staff member can easily take over the ticket and ensure that support continues to be provided, unlike email where it may be problematic to access an absent staff member's email.

  • The ticket system keeps the original support request and subsequent replies from staff and the customer in a chronological thread.

  • The support ticket system is based around the same customer records that order history and other account-related features are linked to. It allows you to access further customer information easily from the support ticket. It also means that the customer's ability to post tickets can be linked to their account status. The system effectively controls access to support, so only those entitled to it are given it.

  • Having support issues all contained within the database creates scope to monitor performance, as well as search for similar issues. Kartris keeps track of the time taken in responding each time, so a total time for each ticket and customer can be calculated.

19.1.2.2. Dealing with support

Support tickets opened by customers will show up in yellow in the back end support tickets view when they are still unassigned to a staff member. Once a site admin views the ticket and assigns it to themselves (the simplest way is using the 'Me' link next to the 'Assigned to' menu), they can reply to it.

 

The customer will receive an email when the ticket is updated. They should enter any follow up comments through the web site rather than by responding to the email, to ensure all comments are linked to the thread. The ticket will show as light grey in the listing.

 

Once a customer has replied, the admin responsible for the ticket will receive an email notification. The ticket will show again as yellow, meaning that action is required.

 

Once an issue has been resolved, the ticket can be closed. At this point it will change colour to dark grey.

 

The status can also be set as 'not sure' or 'unresolved'. Tickets will generally be set to this when you wish to highlight them for future attention rather than immediate attention.

Both site admins and customers should not reply to the notification emails themselves. You can only reply to a ticket via the web-based interface. For store admins, tickets awaiting a reply are shown in the 'to do' task list on the right hand side of the admin panel. Customers on the front of the site must login and go to the support tickets section of their account to make replies.

19.1.2.3. Statistics

Kartris shows a number of statistics on each ticket, including the number of tickets raised by this customer, the total number of messages and the total time taken on tickets for this customer (in addition to the time taken for this ticket, which is under the ticket details on the left hand side).

19.2. Quickbooks integration

The Kartris support for QuickBooks is partially complete. It will not handle orders with promotion discounts or coupons. These may be addressed in future versions.
QuickBooks is an accountancy program from Intuit. There are various versions offered with different levels of features and with specific country-related features. The country versions include the USA, UK and Canada. The different country versions have much in common, but have specific support for certain localized features. For example, the UK version supports VAT (value added tax), whereas the US and Canadian versions support the different types of sales taxes that operate in those countries.

19.2.1. QuickBooks Web Connector

In order that QuickBooks can 'talk' to online systems such as shopping carts, Intuit developed the QuickBooks Web Connector (QBWC), an extra piece of software. This is available as a free download from Intuit:

http://marketplace.intuit.com/webconnector/

The QBWC runs on the same computer on which QuickBooks is installed, and acts as middleware between QuickBooks and a special web service on your Kartris web site.

The QBWC supports a wide range of different QuickBooks versions, including the different country versions. For this reason, you don't need a specialized version of the QBWC for your specific version of QuickBooks. Check Intuit's documentation if you are not sure whether your version of QuickBooks is supported by the QBWC.
 
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