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ℹ️ A ticket is a slot that is created by Witty Manager users commonly by tech support, customer support, or sales support who firsthand receives inquiries, issues reported, or any other sales and account-related concerns. The ticket created can be shared with the one who requested assistance via email.
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To create a ticket:
- Go to CRM > Ticket List.
- Click the New Ticket button.
- Fill-in the fields indicated in the popped-up form.
- Ticket Description
- Ticket Title
- Reference # (for reference purposes)
- Select account the ticket related to
- Select who are Assigned To fix the ticket.
- Select Requested By
- Set Due Date, Due Time, and Priority
- Set where to send the email (for the ticket update)
- Add category of the ticket.
- Add tags for the ticket.
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- Click Submit.
To view the overview of the ticket:
- Click the newly created ticket on the ticket list.
To add a task and time log on a specific ticket:
- Click the newly created ticket on the ticket list.
- Go to Activities > Task tab.
- Click the comment icon in the Task you did on the ticket.
- Input your comment, and there you will put you time log.
You can also create a note, request and attach a file that is in the other tabs.
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