Viewing a Client’s Tickets
Related Articles: Views, Columns and Filter profiles The ticket screen Customer Management You can view a complete list of all tickets past and present opened by any given client. This is done by navigating to the Client's record and clicking the tickets tab. You can choose to view different sets of tickets using the filter […]
Event Management
In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]
Scheduled Tickets
In this guide we will cover: – What are Scheduled tickets? – Creating Scheduled tickets – Adding From Client Level What are Scheduled tickets? Using scheduled tickets can inform your agents of recurring events and monitoring to be done. This will generate a ticket at a set time with a given interval (such as every […]
Creating a Form
Creating a form using custom fields, field groups and dynamic field visibility. Related Articles: Custom Fields Dynamic Field Visibility Creating a form for either your end users or your agents to fill in is simple; this is done in the ticket type settings. This guide will run through an example of this. This will combine […]
