This article explains how a Client Portal user can open a Ticket from their Client Portal account.
Note: This action will rely on the functionality being enabled in the Client Portal Settings.
To add a new Ticket, follow these steps:
- Click Open Ticket or 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 on 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:
It will also appear on the Tickets tab:
