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K__JeneanKaiser's avatar
K__JeneanKaiser
Qrew Member
12 years ago

Support Ticket System with Email

We have a support ticketing system within quickbase. Currently, when clients are emailed, they are sent a notification from quickbase. We would like emails sent back from clients to be automatically added to quickbase and vice versa for techs to be able to send an email that would automatically update the ticket. Is anyone doing this currently?
  • This was two years ago, any updated answers directly from Quickbase on this?
  • I was hoping for someone to share this solution.. not the full helpdesk but the ticket - email... I'm trying to wrap my head around it.. I'm new to Quickbase... 
    I make custom product and we have communications between the company and client.. via gmail client I really would like this back to the "Case" rather then dumped into email... so the communications are related to that order...

  • Quick Base now has a native Sync connection to gmail which can be set up with a few clicks.  I suggest reading about Sync https://help.quickbase.com/user-assistance/connecting_to_Gmail.html

    You will end creating one table on your app for each folder in your gmail..For example
     
    Inbox
    Sent

    would be two common examples of folders.

    OK, so lets say that you get that far and now need to figure out how to get an embedded table of the relevant gmails onto a case record.

    To do that you will need to have some field in your case record which can be matched against a field on the gmail table.  For example, if the case record has a field for contact Email, the you could make a Report Link field type. 

    On the left side you would configure the contact email address and then on the right side you would configure by navigating to your app and then to the Sync table field on say  the Inbox table containing the FROM email address.

    So the issue is less so a technical one once you have doe one, the issue is how to configure that Report Link field.  Another example would be this.  The Report link fields can be set up so as not to need to match "exactly".  What that really means is that if you have a field on your case record  in the format

    case 1234

    Then if you train your staff to always have the case number entered in that exact format in the body of the email or perhaps the subject, then you can match up against that field with a not exact match and get hits.  on your case record you would create a formula text field which calculates to like "case 1234." where 1234 if the Record ID# (the case#)



  • Is there a better choice then gmail?  to do this... 
    or
    Can I should I generate a key number in the subject?
  • Are the emails system generated? I don�t know what you mean by �generate a key field in the subject�. But certainly any consistency that you can use to your Advantage to match up to a case will be useful.
  • No the are not system generated - the first one is created then from there is conversion on the order... Because the order has a "workorder #" I could put that at the start of the subject.

    ex: subject line:  "3421 - Question about drill"  - the start 3421 is the workorder number... 

    PS - I would like to be able to schedule a reminder if no reply is received... (a reminder everyone on the email..)
  • OK, so you can do a non exact match to set up the Report Link field.  You will need to have a separate table for the INBOX and the SENT emails, and of course, this does presume that that the gmail email address that you are syncing to has the emails in it.

    So that typically means that your staff are using a generic email address such as CustomerService@gmail.com or else there is a gmail email mailbox which is cc'd on all the emails in and out from selected email addresses. 

    If you have a standard enough format where you can actually parse out the Work Order number from the subject line by formula, then you can actually have a relationship where 1 case has many INBOX emails and count the number of replies.  Then you would know if there was zero replies to a case.