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Assigning and Routing Tickets
Process Overview Assigning Unassigned Tickets Taking Tickets from Others Assigning Your Tickets to Others Bulk Assigning Routing Tickets Bulk Routing Assigning Unassigned Tickets Open the Ticket and...
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Working on Tickets
Process Overview Opening Tickets Creating a New Comment Creating a New Response Finishing a Ticket Finishing a Ticket from Email Appointments Opening Tickets Double Click the ticket you would like to...
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Stalling Tickets
Process Overview Stalling a Ticket Unstalling a Ticket Stalling a Ticket To Stall a ticket either open the ticket and click the Stall button or Right click on the ticket and select Stall from the menu....
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Quotes
Process Overview Creating a New Quote Request General Information Additional Information Navigation within the Quotes Menu. Creating a New Quote Request Open the Ticket and click the Other dropdown and...
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Other Ticket Items
Overview Creating a New Appointment Creating a New Work Item Creating an Equipment Taken/Returned Record Creating a New Appointment Open the Ticket. Click the Other dropdown. Click Appointment. Fill in...
View ArticleWorking on Tickets from Email
Process Overview Introduction Email Control Fields Introduction Working with tickets from your email is very easy. Simply replying to ticket emails will enter new corrispondence and send copies to the...
View ArticleContact Ticketing
Overview Introduction Ticket Information Ticket Actions Introduction On the Quick Links menu, click My Tickets. A list of tickets will appear on the right-hand side if any are present. Click a Ticket...
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Parts On Order
Process Overview Introduction Creating a New Parts Order Request Tracking Parts Orders Document Revision History Introduction Parts on Order is used to track part requests. It is not intended for...
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Tickets List
By default, the Tickets List only shows new and opened tickets. Use the filter options at the bottom of the window to show other types of tickets. Tickets are listed from newest to oldest. To change...
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Ticket Reading Page
Ticket Reading Page The Ticket Reading view shows a complete writeup of the ticket and can allow a top-down view of the conversation. The information shown at the top of the ticket is traced to the...
View ArticleClik here to view.
Assigning and Routing Tickets
Process Overview Assigning Unassigned Tickets Taking Tickets from Others Assigning Your Tickets to Others Bulk Assigning Routing Tickets Bulk Routing Assigning Unassigned Tickets Open the Ticket and...
View ArticleClik here to view.
Working on Tickets
Process Overview Opening Tickets Creating a New Comment Creating a New Response Finishing a Ticket Finishing a Ticket from Email Appointments Opening Tickets Double Click the ticket you would like to...
View ArticleClik here to view.
Stalling Tickets
Process Overview Stalling a Ticket Unstalling a Ticket Stalling a Ticket To Stall a ticket either open the ticket and click the Stall button or Right click on the ticket and select Stall from the menu....
View ArticleClik here to view.
Quotes
Process Overview Creating a New Quote Request General Information Additional Information Navigation within the Quotes Menu. Creating a New Quote Request Open the Ticket and click the Other dropdown and...
View ArticleClik here to view.
Other Ticket Items
Overview Creating a New Appointment Creating a New Work Item Creating an Equipment Taken/Returned Record Creating a New Appointment Open the Ticket. Click the Other dropdown. Click Appointment. Fill in...
View ArticleWorking on Tickets from Email
Process Overview Introduction Email Control Fields Introduction Working with tickets from your email is very easy. Simply replying to ticket emails will enter new corrispondence and send copies to the...
View ArticleContact Ticketing
Overview Introduction Ticket Information Ticket Actions Introduction On the Quick Links menu, click My Tickets. A list of tickets will appear on the right-hand side if any are present. Click a Ticket...
View ArticleClik here to view.
Parts On Order
Process Overview Introduction Creating a New Parts Order Request Tracking Parts Orders Document Revision History Introduction Parts on Order is used to track part requests. It is not intended for...
View ArticleClik here to view.
Tickets List
By default, the Tickets List only shows new and opened tickets. Use the filter options at the bottom of the window to show other types of tickets. Tickets are listed from newest to oldest. To change...
View ArticleClik here to view.
Ticket Reading Page
Ticket Reading Page The Ticket Reading view shows a complete writeup of the ticket and can allow a top-down view of the conversation. The information shown at the top of the ticket is traced to the...
View Article
