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IDI Desktop Client and Web-based Tickets Compatibility

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Web-based Tickets Module Features

The following features are available when creating/viewing Tickets in the web-based module:

Note

These features are not available in the IDI Desktop Desktop Client.

  • Emails (when the Communications module is turned on in your system)

  • Workflow integration

  • Setting Ticket sub-categories. Limiting categories by Ticket type

  • Ticket titles

  • Setting Impact and Urgency. Impact and Urgency automatically determine Ticket priority

  • Default Ticket values based on Type/Category selections

  • Adding attachments to a Ticket

  • Resolution notes

  • Limiting Ticket closure to specific statuses

  • Setting Time for Action Dates - Action Dates created in IDI Desktop Client default to midnight Eastern Standard Time of the selected date when saved

  • Creating a Global Ticket attached to an account

IDI Desktop Client Features

The following features are available in the Desktop Client:

Note

These features are not available when creating/viewing tickets in web-based Tickets module.

  • Setting a status for a Ticket Journal

  • Adding a Follow-up to a Ticket

  • Creating stand-alone Tickets

  • Viewing Global Trouble Tickets created in IDI Desktop Client

  • Technician Assignments

  • Moving a Journal between Tickets

  • Moving a Ticket from customer account to an order

  • Duplicating Tickets