2023-02-13 15:50:13 +00:00
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===============================================
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2020-11-24 14:49:54 +01:00
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Plan onsite interventions from helpdesk tickets
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2023-02-13 15:50:13 +00:00
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===============================================
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2020-11-26 09:57:24 +01:00
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The integration with the Helpdesk app lets your helpdesk team manage intervention requests directly.
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2020-11-24 14:49:54 +01:00
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Planning field service tasks from tickets speeds up your processes.
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2020-01-07 15:29:23 +01:00
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2020-11-24 14:49:54 +01:00
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Configure the helpdesk team
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===========================
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2023-02-13 15:50:13 +00:00
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2020-11-24 14:49:54 +01:00
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Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
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*Onsite Interventions*.
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2020-01-07 15:29:23 +01:00
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2022-05-20 09:58:14 +00:00
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.. image:: plan_onsite/onsite-interventions-helpdesk-setting.png
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[IMP] improved screenshots on email_marketing, events, fsm, general, helpdesk, marketing_automation, planning, project, sms_marketing, social_marketing, survey, timesheets + add see also in integrations_and_templates.rst (#677)
2020-05-19 09:12:45 +02:00
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:align: center
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2020-11-24 14:49:54 +01:00
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:alt: Onsite interventions setting in Odoo Helpdesk
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2020-01-07 15:29:23 +01:00
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2020-11-24 14:49:54 +01:00
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The helpdesk tickets of the team now display the *Plan Intervention* button. Click on it to create a
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new task under your field service project.
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2020-01-07 15:29:23 +01:00
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2022-05-20 09:58:14 +00:00
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.. image:: plan_onsite/plan-intervention-from-ticket.png
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2020-01-07 15:29:23 +01:00
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:align: center
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2022-11-17 16:40:18 +00:00
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:alt: Plan intervention from helpdesk ticket in Odoo Helpdesk
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