Open a Ticket in the Client Portal

This article explains how a Client Portal user can open a Ticket from their Client Portal account. Please note that this action will rely on the functionality being enabled in the Client Portal Settings.

To add a new Ticket, use the following steps:

  1. Click the round, green message icon in the lower-right corner of the screen:

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  2. Select a Ticket category from the dropdown list on the "Open a Ticket" overlay:

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  3. Add text to the body of the Ticket. There is a 500 character limit.
  4. Add attachments such as photos to the Ticket by using the paper clip icon at the lower-left of the text field.

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  5. Click Submit Ticket

Once submitted, the Ticket will appear in the list of open Tickets on the home page of the Client Portal: 

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as well as on the Tickets tab:

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