How do I manage departments and categories?


Departments and categories help organize your support structure.
 
Categories (ticket types):
 
  • Define the nature of incoming tickets (e.g., Billing, Bug Report, Feature Request)
  • Customers select a category when creating a ticket
  • Manage in Settings > General > Categories
  • Enable/disable categories without deleting them
 
Departments (organizational units):
 
  • Represent your internal team structure (e.g., IT, HR, Finance)
  • Used for ticket routing and reporting
  • Manage in Settings > General > Departments
  • Enable/disable as needed
 
Tips:
 
  • Keep categories customer-friendly (customers see them)
  • Use departments for internal routing (less visible to customers)
  • Both can be used in report filters for targeted analytics
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