Overview:
Use the Tickets tab on a customer’s profile to log issues, feature requests, or questions—linking them directly to the right client.
Steps:
Navigate to Customer Management → Customers, open the client (e.g., Mrs. Eulalia Casper).
Click the Tickets tab.
Click Create Ticket.
In the Ticket Details form:
Requester Name is prefilled.
Select an Assign Group (e.g., Support) and click Add.
Optionally select an Agent and click Add.
Choose a Project (if applicable) and Type (e.g., Bug, Question).
Enter a Ticket Subject and Description.
Click Upload File to attach screenshots or logs.
Under Other Details, set Priority, choose a Channel Name, and add Tags.
Click Save to submit the ticket.
Tips & Best Practices:
Always attach relevant files (screenshots, logs) to speed up resolution.
Use clear, concise subjects (“Invoice PDF missing line items”) for easier triage.
Set priority accurately—don’t over‑escalate low‑impact issues.
Troubleshooting / FAQs:
Save button remains disabled: Ensure required fields (Subject, Description) are filled.
Cannot select agent/group: Verify that those entries exist under Settings → Ticket Settings.
Attachments failing: Check file size (<10 MB) and format (PDF, PNG, ZIP).