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How Your Customers Can Create a Support Ticket

< 1 min read

  1. Navigate to the Support Tickets Page:
    • Click on Support from the main navigation.
    • You will be directed to the support overview page, which displays a list of all support tickets.
  2. Add a New Ticket:
    • Click on the Create New Ticket button.
    • A form will appear with the following fields:
      • Ticket Title: Enter a brief, clear title summarizing the issue.
      • Customer Name: Select the customer who has raised the issue. If the customer is not in the system, you can add a new customer.
      • Ticket Type: Choose the type of issue (e.g., Technical, Billing, General Inquiry).
      • Description: Provide a detailed description of the issue.
      • Priority: Select the priority level (Low, Medium, High).
      • Due Date: Set a deadline for resolving the ticket.
      • Assigned To: Assign the ticket to a team member who will handle it.
      • Status: Choose the ticket’s current status (e.g., New, Open, Pending, Resolved).
  3. Add Attachments (Optional):
    • You can add files or screenshots that will help the support agent understand the issue more clearly.
    • Click Attach File and upload any relevant documents.
  4. Save the Ticket:
    • Once you have filled out the form, click Save. The new ticket will now be visible in the support ticket list.
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