Create a new client

1. Navigate to Clients in the main menu

2. Click ‘+Client’ in the top-right corner

3. Fill in the required info

   

4. Click Finish

Automatically associate tickets with a client

Inbound emails that generate tickets can be automatically associated with a client (and location) using different methods. These methods apply in the following order of priority:

Gorelo email address association

You can automatically associate tickets with a client directly from the email address settings. Any email sent to this address will create a ticket associated with the selected client.

1. Navigate to Settings → Email → Settings

2. Edit the desired email address

3. Expand the ‘Automatically Apply’ section

4. Select the client

5. Click ‘Save’

Contact association

You can automatically associate tickets with a client based on a contact’s email address.

1. Navigate to the Contacts list

2. Click ‘+ Contact’ up the top-right

3. Fill in these details:

   • First Name

   • Primary Email

   • Client

4. Click ‘Create’

When an email arrives from the specified Primary Email (or alias), Gorelo creates a ticket associated with the chosen client. If the contact has a location specified, Gorelo will automatically associate the ticket with that location as well.

Domain association

The simplest and most common method is to associate an entire domain with a client. All incoming emails from that domain will be associated with the specified client.

1. Navigate to the Clients list

2. Edit the relevant client

3. In the ‘Domains’ section (right side), click ‘+ Domain’

4. Enter the domain name, then click ‘Add’