Add a Note or Call to an Existing Ticket

Two of the options on the Ticket Review overlay are to add a Note or Call. Clicking either button will create a new Ticket that's related to the original one. To add a new Ticket to an existing Ticket, use the following steps:

  1. Navigate to a Review Ticket overlay.
  2. Click Add Note or Add Call.


  3. Fill out the Add Ticket overlay the way you would for any other Ticket. Your cursor will auto-focus in the body of the Note or Call so you can begin typing immediately. The subject will copy from the Ticket. 


  4. If this Note or Call concerns a Calendar Event that needs to be scheduled, you can create the event by checking the box on the bottom left next to "Create a follow up event."
  5. Adjust the Ticket Status if needed. It will default to โ€œOpen."
  6. Click Save.
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