Create/Edit Tickets
The New Ticket and Edit Ticket screens allow you to enter and edit ticket requests for your customers. Information for the customer associated with the ticket displays in the customer information section.
Each field on the New/Edit Ticket screens is defined below.
No. | Label | Definition |
1 | Select Customer | Customer the ticket is being created for. |
2 | Description | Description of the work being done for the ticket. |
3 | Status | Status of the ticket. Ticket statuses include New, Open, Pending, Closed, and Void. |
4 | Contact | Name of the contact on the customer record for which the ticket was created. |
5 | Type | Type of ticket. Type options include Phone Support, Service Call, Installation, and Break/Fix. |
6 | Phone | Phone number for the contact on the ticket. This field is read-only and populates based on the contact selected. |
7 | Priority | Level of priority/importance for the ticket. Priority options include High, Medium, and Low. |
8 | Phone number for the contact on the ticket. This field is read-only and populates based on the contact selected. | |
9 | Severity | Level of severity/urgency for the ticket. Severity options include Emergency, High, Medium, and Low. |
10 | Tech Assigned | Tech assigned to work the ticket. |
11 | Work Requested | Work requested by the customer for the ticket. |
12 | Create New Ticket/Save | Click to create/save the ticket with the information entered. |