Ticket overview

Written By Mikel from Gorelo

Last updated 5 days ago

The Ticket Detail page is where all the action happens so it’s best to get familiar with it.

Header

  • Ticket Number and Ticket Title

  • Client and Location

  • To and Cc contacts

  • Status

  • 3-dot menu with merge, billing override, label, banner, read/unread

Timeline

  • Timeline tabs

  • Plus (+) button to add Third-party conversations, Shipment Tracking, Checklists and Approvals

  • Timeline entries

Comment Box

  • Click to type a private comment (anywhere not underlined)

  • Click β€˜private comment’ to expand and type a private comment

  • Click β€˜public comment’ to expand and type a public comment (sent via email)

  • Ticket Shortcuts off to the far-right

Info Panel

  • Add time entries and products

  • Add/remove assignees

  • Add/remove assets and uptime

  • Add/remove tags

  • change priority

  • Add/remove groups

  • Add to calendar