This module helps Compassion CH to manage the request of supporter, by updating the module crm_claim by OCA. It uses the partner_auto_match module to automatically match incoming emails to existing partners and adds tools for easily replying to the partners with predefined e-mail templates.
Features:
- Detect incoming email address and assign to existing partner.
- Read and keep the Reply-To field, for answering to the desired email address.
- Custom automatic replies during holidays.
- Automatic claim category assignment based on keywords found in the subject.
- Automatic reply if a customer updates a request on which the assigned employee is on leave.
- Periodic reminders to users about open requests.
Table of contents
To configure this module, you can use the Support/Configuration menu:
- Categories
- You can set a template that will be used as a template for replies
- You can enter keywords that will be used to parse incoming email subject and automatically match a category
- Holiday: enter the holiday periods and define a custom automatic reply for incoming messages during the period
To use this module, you need to:
- go to Support
- May eventually be replaced with the OCA/helpdesk module
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
- Compassion Switzerland
- Stephane Eicher <seicher@compassion.ch>
- Quentin Gigon <gigon.quentin@gmail.com>
- Simon Gonzlaez <simon.gonzalez@bluewin.ch>
- Emanuel Cino <ecino@compassion.ch>
Current maintainer:
This module is part of the CompassionCH/compassion-modules project on GitHub.
You are welcome to contribute.