Contract Manager application lets you manage contracts within Zendesk. Each contract is associated with a time credit and a deadline.
Agents can assign tickets to a contract and enter the time they spend handling customer requests. The processing time is then deducted from the hour credit of the selected contract.
A dashboard is available to view all contracts, including the time remaining on each.
Only administrators can create, modify and delete contracts.
Contracts are associated with Zendesk users and/or organizations, so in the ticket view, agents can only select contracts linked to the ticket requester or organization.
Creation, edition and deletion of contracts (by administrators only)
Preventive alerts when a contract is approaching its deadline or has few hours remaining
Possibility of selecting a contract and entering the processing time in the ticket application
Filter, sort and search contracts in the dashboard
Mass import of contracts from a CSV
file
Export contracts to CSV
file
Export tickets linked to contracts as CSV
file
Selection of contracts, then mass actions on the selection (e.g. export of selected contracts)
Ability to close contracts (without deleting them)
Possibility of defining a preferred contact and/or a personalized message for each contract. This information is visible from the ticket application.
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Apps install directly into your account
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