1. Open the contact for which you want to create the ticket
1. Go to the menu bar, navigate to "CRM" and press "Contacts." More often than not, you will find yourself already working in a contact when you want to create a ticket for this contact. In this explanation, we will show you the whole explanation.
2. In the contacts list, you can select the contact you want to create the ticket for.
3. If you are looking for a specific contact you can set filters to make it easier to find the contact.
2. Open Tickets within the contact.
5. Once you have opened the contact, you will see the "Tickets" tab. Press here to create a ticket for this particular contact.
3. Create a new ticket
6. Here you see list of tickets currently created under this contact. Again, you can set filters to see only determines type of tickets.
7. Pressing "+" creates a new ticket.
4. Select ticket type
You can do the ticket creation in different sequences, but it is important that you fill in the information correctly so that your colleague or you know what needs to be done later.
8. In these fields you can set the following:
Title: Here you must specify the title of the ticket, or subject.
Deadline Date: Here you can specify the deadline date, when the ticket must be resolved.
Time: Here you can specify the deadline time.
Type: Here you have to specify the type of the ticket.
Status: Here you can indicate the status, which step the ticket is currently in.
9. Here you can put additional information so you can better explain with more detail what needs to be done and what it is about.
10. Press the "+" to assign one or more colleague(s) to the ticket, that person(s) is/are responsible for execution and will receive the ticket in his/her name.
5. Colleague selection
11. Here you can search for you colleagues.
12. Select the colleagues you are creating this ticket for here. You can select multiple colleagues at the same time and assign them at once.
13. After selecting the appropriate people, press "Update" to assign your colleagues and continue with the ticket.
6. Ticket status and finalization
14. You should also select the status of the ticket so that it is clear when action is to be taken or if the ticket has already been completed.
15. Press "Create" to create the ticket. The ticket will now be sent to the person for whom you created the ticket.
7. Ticket details
After creating the ticket in the previous step you will get to this overview. In this overview it is also possible to edit the ticket.
16. Here you see all your colleagues assigned to this ticket.
17. Here you will find the information about the ticket and what type of ticket it is.
18. The status of this ticket can be found here and it can be updated here.
19. To make changes to the ticket press save.
20. Go to the "Remarks" tab.
8. Comments
21. Under the "Comments" tab, you can post a comment for colleagues.
