Ticket
Track customer issues that need follow-up beyond a single conversation.
When to use it
Use tickets for investigations, team handoffs and ongoing follow-up.
Where to find it
Click here: Ticket
Step-by-step instructions
Click here: Ticket
Find search and creation
Tickets (0) / No data means no tickets exist yet. Marker 1 is the Customer email search box, not Filters. + Create ticket (2) opens the creation panel even when the list is empty.
On this image, 1 is the Customer email search box; 2 is + Create ticket. Filters and Refresh are visible but unnumbered.Click to enlarge Click here: Ticket → + Create ticket → Select customer
Review the required ticket fields
Select customer (1) chooses a customer; + Create new (2) opens customer creation if needed. Name (3), Category (4) and Bot below it are required. The bottom Create ticket (5) submits a new record. For practice, review the fields and leave with Cancel. iTicket is not shown in this workspace.
On this image, 1 is Select customer; 2 is + Create new; 3 is Name; 4 is Category; 5 is the bottom Create ticket control. The required Bot field is below Category.Click to enlarge Click here: Ticket → select a ticket
Open details once tickets exist
Click a ticket name in the list before reviewing Assignee, Priority, Status and Description. Use the detail page’s Save control for approved field changes. That page is not pictured here, and the empty list currently has no ticket to open.