Tickets Menu Overview

Article author
Learning Center Mekari
  • Updated

Through Qontak CRM, you can manage tickets through several stages . You can also set the priority scale of the ticket for the urgency of certain constraints. This feature helps track processes in the customer service flow. Here is an overview of the Tickets menu.

  1. In your Qontak CRM, go to the   Tickets menu.
  2. Then, a page like the following will appear.

    Explanation:
    No Column Explanation
    1 Downloads

    Click this button to download tickets.

    - Make sure you are in Table View mode to download tickets.
    - You can download tickets individually or in bulk by checking the checkbox that appears.

    2 Create tickets Click this button to create a new ticket. You can learn how to create a new ticket here.
    3 Filter

    You can filter tickets by:

    • Stages
    • Priorities
    • Reporter
    • Assignees
    • created date
    • Last activity date
    • Test Ticket Field
    • Test
    • Categories
    • Target SLAs

    And Associated with:

    • Contact
    • Company
    • Products
    • Tasks
    4 Ticket pipeline This column describes what ticket is displayed.
    5 Board view/Table view Click these buttons to change the appearance of the ticket list such as column boxes (board) or list (table).
    6 Search bar Take advantage of this column to search for specific tickets.
    7 Ticket list

    Shows ticket list information that has been created such as:

    - Ticket ID
    - Ticket name
    - Stage where the ticket is located
    - Ticket priority
    - Target SLA for the ticket

    You can hover the cursor to see the details of the specified target SLA.
    - Due date
    - Assignee indicating to whom the ticket is addressed.
    - Recent activity related to the ticket.

    8 Actions Contains action buttons to change (Edit), duplicate (Duplicate) and delete (Delete) tickets.

This is an overview of the Ticket on Qontak CRM.