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:
- Click the round, green message icon in the lower-right corner of the screen:
- Select a Ticket category from the dropdown list on the "Open a Ticket" overlay:
- Add text to the body of the Ticket. There is a 500 character limit.
- Add attachments such as photos to the Ticket by using the paper clip icon at the lower-left of the text field.
- Click Submit Ticket.
Once submitted, the Ticket will appear in the list of open Tickets on the home page of the Client Portal:
as well as on the Tickets tab: