## **Overview** The IXXO Hub dashboard provides a centralized view of your customer support operations, task management, and various plugins. This guide will help you understand key sections, including **Tasks, Support Tickets, and Plugins**. ## **1. What's Been Happening Section** This section provides a snapshot of important updates, categorized into multiple tabs ### **Tabs Available** - **Tasks**: Displays overdue and upcoming tasks - **Reminders**: Keeps track of important reminders - **Notes**: Latest internal notes for quick reference - **Orders**: Shows pending and processed orders - **Support Tickets**: Lists recent support interactions - **Live Chat**: Monitors real-time conversations - **Schedule Hub**: Upcoming scheduled events and meetings - **Form Flow**: Online form submissions ### **Tasks Overview** Under the **Tasks** tab, users can see a list of pending and overdue tasks #### **Task Columns:** - **Task Name**: Title of the task with an icon - **Board**: The category or project the task belongs to - **Section**: Status within the workflow (e.g., Quote Accepted, My Tasks) - **Due Date**: The deadline, highlighted in red if overdue - **Reference**: Additional details or linked messages - **Actions**: Options to manage tasks, including **edit, mark as complete, or delete** #### **Example Tasks:** 1. **Customization - GWY-BME-7JE** (Belongs to "IXXO Cart", status: Quote Accepted, Overdue) 2. **Invoice Vinologie** (Belongs to "Michael To-Do", Overdue) > **Tip:** Click **View All** to see the full list of tasks. ## **2. Support Tickets Section** This section provides an overview of all customer support tickets ### **Support Ticket Metrics:** - **Total Tickets**: 563 - **Open Tickets**: 60 - **Closed Tickets**: 503 A **progress bar** visually represents ticket statuses, helping administrators track workload distribution > **Tip:** A higher number of open tickets may indicate a need for additional support staff or improved resolution times ## **3. Key Features and Actions** - **Task Actions:** Users can **edit, complete, or delete** tasks directly from the dashboard - **Support Ticket Tracking:** Monitor open vs. closed tickets for efficient customer service - **Plugin Tabs:** Quickly navigate to key modules like **Live Chat, Scheduling, and Form Flow** ## **4. Best Practices for Efficient Use** 1. **Regularly Check the "What's Been Happening" Section** to stay updated on pending tasks 2. **Resolve Overdue Tasks Promptly** to maintain workflow efficiency 3. **Monitor Support Ticket Trends** to improve response times 4. **Utilize Plugins** to enhance customer support and task management --- For further assistance, visit our [Help Center](https://members.ixxo.com) or contact IXXO Hub Support --- Would you like additional articles covering specific features in more detail? ? ---

**Optimizing Your Ticket List for Efficient Management** The ticket list is a crucial component of the ticketing system, enabling you to monitor, organize, and manage support requests efficiently. Understanding how to utilize ticket summaries, sorting options, and pagination tools will help streamline your workflow and ensure timely responses. ### **Ticket Summary Overview** Each ticket in the list provides key details at a glance, making it easy to assess its status and priority. The summary includes: - **Ticket ID**: A unique identifier for tracking the ticket. - **Subject**: A brief description of the issue or request. - **Customer Name**: The name of the customer who submitted the ticket. - **Date**: The date the ticket was created or last updated. - **Current Status**: The progress of the ticket, such as Open, Pending, or Resolved. Having a clear summary helps agents quickly identify tickets requiring immediate attention and avoid missing critical issues. ### **Sorting Tickets for Prioritization** Sorting options allow you to arrange tickets based on different attributes to better manage workload. Click on column headers to sort tickets by: - **Date**: View the most recent or oldest tickets first. - **Priority**: Organize tickets by urgency to address high-priority issues first. - **Status**: Group tickets based on their progress, such as Open, Pending, or Resolved. - **Customer Name**: Alphabetically sort tickets to find customer-specific queries quickly. Sorting tickets efficiently helps you focus on what matters most, improving response times and issue resolution. ### **Navigating Through Tickets with Pagination** For organizations handling a high volume of tickets, pagination controls make it easier to navigate through records. The pagination features allow you to: - Move between pages to locate older or newer tickets. - Adjust the number of tickets displayed per page to match your preference. - Jump to a specific page for quick access to a particular set of tickets. Using pagination prevents interface clutter and ensures you can browse through tickets without performance slowdowns. By leveraging ticket summaries, sorting capabilities, and pagination tools, you can enhance your efficiency in managing support tickets, improving both productivity and customer satisfaction.

Vendor access to the admin dashboard must be enabled in vendor account settings. It is disabled by default . With the new version of the cart (6.0), vendors can use the same user and vendor account to log in through the front end to manage their products, shipping, taxes, etc. For more privileges, you can enable them access to the backend, but make sure to go through the privileges and assign those you need access to.

**Ticketing System Filters** The ticketing system provides multiple filtering options to help you efficiently manage and locate tickets. Below are the various ways you can filter and search for tickets: ### **Search Bar** Use the search bar at the top to quickly find tickets by entering keywords, ticket ID, or customer name. This allows you to instantly locate relevant tickets without navigating through multiple pages. ### **Extended Search** The extended search functionality enables more refined filtering options. You can filter tickets based on: - Owner - Status - Tags - Users - Other relevant parameters ### **Predefined Filters** Using the extended search functionality, you can create and save custom filters. This allows for quick access to commonly used filters, saving time and ensuring consistency in ticket management. ### **Status Filters** Filter tickets based on their current status to prioritize work effectively: - **Open**: Tickets that require immediate attention. - **Pending**: Tickets awaiting a response or further action. - **Resolved**: Tickets that have been successfully closed. Using status filters helps ensure that unresolved tickets do not go unnoticed. ### **Date Range** Narrow down the ticket list by specifying a date range. This is particularly useful for reviewing past tickets, tracking recent activity, or analyzing trends over a specific period. ### **Custom Filters** Create and save custom filters to streamline ticket management. You can set filters based on: - **Priority**: High, Medium, or Low - **Status**: Open, Pending, or Resolved - **Assignee**: Filter by the team member handling the ticket - **Tags**: Categorize tickets based on specific labels Custom filters allow you to tailor the ticketing system to your workflow and ensure that essential tickets are easily accessible. Utilizing these filtering options can enhance efficiency, improve ticket management, and ensure no critical requests are overlooked.

User Lifecycle Stages Explained The user lifecycle stages in IXXO Hub help you track and manage how a contact or company moves through your business process from initial awareness to becoming a loyal customer. Each stage reflects their position about your services. Default Lifecycle Stages in IXXO Hub Lead Someone who has shown interest in your business, e.g., by submitting a form or calling your office. Qualified Lead A lead was reviewed and confirmed as a potential fit for your services. Prospect A contact you're actively engaged with, perhaps a scheduled call, a proposal sent, or an ongoing conversation. Customer A person or company that has completed a purchase or signed a contract. Active Client A paying client currently receiving services or with ongoing deliverables. Inactive Client A client who is no longer active but not formally closed or offboarded. Evangelist A satisfied client who refers others or publicly supports your brand. Archived A contact who is no longer relevant (e.g., disqualified, unsubscribed, or ended collaboration). T he IXXO Hub Admin dashboard allows you to customize user lifecycle stages to better reflect your unique customer journey. The system uses these stages to automate assignments, segment lists, and report on conversion metrics.

With the Multi-Vendor, there are three options for setting up payments. 1. Super admin receives the money for all sales and manually pays the vendors minus his commission, e.g. weekly or at the end of the month. If this option is selected, you can use any payment gateway. 2. Vendors receive money for their sales. If this option is used, all vendors must use the same payment gateway, the PayPal website payments. At the end of the month or week, you will invoice the vendors with your commission and ask them to send you the money to your bank account. For 1 & 2, there is a report showing amounts owed to vendors (1) and amounts vendors  owe you (2). 3. Paypal Adaptive, PayPal for Marketplaces, Stripe, Link4Pay The store owner requires PayPal adaptive account and vendors a normal PayPal account. If PayPal Adaptive is used, everybody gets paid when the user pays for the order. Vendors will receive the money, minus your commission, in their PayPal account, and the super admin will receive the commission in his PayPal account, which was deducted from vendors. This way everybody gets paid with one transaction and there is nothing to follow up.