Helpdesk customer portal access for customers

Frappe Helpdesk
1

Hi All,

I installed Frappe Helpdesk (main branch) and configured email account, customers, contacts as mentioned in the documentation. I noticed a couple of issues:

  1. There was no option to invite a contact as a user (to access customer portal) inside the Helpdesk UI. I had to go to the desk and then to contacts to invite the contacts as users manually.
  2. Those invited users, when logged in, gets taken to the profile page. Not to the helpdesk (my-tickets) pages. From what I experienced, customers have to manually enter the /helpdesk part in the URL to go to the helpdesk customer portal. Am I missing something here or is that a limitation?

Appreciate your help and suggestions on this. If there are gaps, I’m happy to contribute to the project as well.

Thanks,
Imesha

1 Like
2

Hey, this has been recently added.

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image1056Ă—980 24.4 KB

And,

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image2820Ă—1258 118 KB

you’re right about this, thanks for letting us know, we will get it fixed.

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Thanks for the details. I installed Helpdesk on a shared bench in Frappe Cloud. May be the updated version isn’t installed there yet.

I also noticed that the welcome email is being sent twice (duplicate emails) when an Agent is invited.

Also I saw in another comment by you on another topic, that we can setup “Notifications” to notify the newly created tickets to an interested party. In my case, I want to send an email to a mailing list (outlook distribution list) when a new ticket is created. I setup the notification as I wanted and it worked. But the notification email being sent is shown as a communication under the ticket’s comments. And when an agent replies to a ticket, the notification’s email is also automatically included in the list of recipients. Do you have any suggestion around that?

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