Click the link below to download and view the Tickets User Guide. This User Guide contains all relevant information on Ticket functionality.
Articles in this section
- 📄 User Guide: Tickets
- V3 Tickets List – Overview
- V3 Tickets List Screen - Filters
- Add A Ticket
- Add a New Account when Adding a New Ticket
- Review Ticket Overlay
- Edit Ticket Overlay
- Send an Email from a Ticket
- Add a Note or Call to an Existing Ticket
- Change the Status of a Ticket