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.LabelDefinition
1Select CustomerCustomer the ticket is being created for.
2DescriptionDescription of the work being done for the ticket.
3StatusStatus of the ticket. Ticket statuses include New, Open, Pending, Closed, and Void.
4ContactName of the contact on the customer record for which the ticket was created.
5TypeType of ticket. Type options include Phone Support, Service Call, Installation, and Break/Fix.
6PhonePhone number for the contact on the ticket. This field is read-only and populates based on the contact selected.
7PriorityLevel of priority/importance for the ticket. Priority options include High, Medium, and Low.
8EmailPhone number for the contact on the ticket. This field is read-only and populates based on the contact selected.
9SeverityLevel of severity/urgency for the ticket. Severity options include Emergency, High, Medium, and Low. 
10Tech AssignedTech assigned to work the ticket.
11Work RequestedWork requested by the customer for the ticket. 
12Create New Ticket/SaveClick to create/save the ticket with the information entered.

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