ZINFI UPM Guide

Partner Support Management for Channel Partners

Add/Edit a Support Ticket

Overview

The Partner Support Management module, part of the Accelerate zone, provides a structured way for vendors to manage support requests from their partners. While the Accelerate module primarily focuses on strategic partner relationship management for Gold/Platinum tiers, the support ticket functionality is often relevant across all partner types, including affiliates, to ensure efficient resolution of their queries. This system centralizes communication, allowing administrators to track issues from submission to resolution, ensuring partners receive timely assistance and that service level agreements (SLAs) can be monitored.

Viewing Support Tickets

Support Tickets list view
Support Tickets list view

Click the edit icon next to the desired support ticket.

Editing a Support Ticket

Add/Edit a Support Ticket form
Add/Edit a Support Ticket form

This screen provides the interface for adding or editing a support ticket within the Accelerate module, which is part of the platform's comprehensive partner support management system. Support tickets are used to track and manage partner-submitted help requests, covering various categories such as technical, billing, training, or program-related issues. Users can define the ticket's name, categorize it, set its priority and status, assign it to a specific individual or team, and attach relevant files. The system also captures the creator and a scheduled date for follow-up, allowing for detailed tracking and management of partner inquiries from submission to resolution, adhering to defined SLAs.

Fill in or modify the details for the support ticket, including its name, category, status, priority, and description.

Buttons

ButtonDescription
SaveSaves the current support ticket details.
CancelDiscards any changes and returns to the previous screen.
Analyze ChangeInitiates an analysis of changes made to the ticket, potentially showing a history or impact.

Support Ticket Information

FieldDescription
Ticket Name *The mandatory name or subject of the support ticket.
CategoryThe classification of the support ticket (e.g., technical, billing, training, program).
StatusThe current state of the support ticket (e.g., Open, In Progress, Fixed, Closed).
Schedule DateThe date scheduled for follow-up or resolution of the ticket.
Created ByThe name of the user who created the support ticket.
Ticket IDA unique identifier automatically assigned to the support ticket.
PriorityThe urgency level of the support ticket (e.g., P1-CRITICAL, P2-HIGH, P3-MEDIUM, P4-LOW).
Assign ToThe individual or team responsible for handling the support ticket.
AttachmentsAllows users to upload or drag and drop files relevant to the support ticket.

Ticket Description

FieldDescription
DescriptionA detailed explanation of the support issue or request.