Difference between revisions of "Support/How to Update a Ticket"

From Commence CRM-Help

(Created page with " A ticket’s “Status” or other information may change over a peri-od of time, or you may wish to record progress or other additional information. Simply view ticket deta...")
 
 
(4 intermediate revisions by 2 users not shown)
Line 3: Line 3:
 
Note:  Tickets may not be updated after they are closed.  However, a Closed ticket may be reopened (Click on the “Re-open Ticket” icon at the top of the detail page)
 
Note:  Tickets may not be updated after they are closed.  However, a Closed ticket may be reopened (Click on the “Re-open Ticket” icon at the top of the detail page)
  
Step-by-Step
 
  
 +
[[File:ScreenHunter_74 Sep. 25 14.51.jpg|left]]
 
1. Select “My Tickets” or “All Tickets” from the Support Module Action Panel.  A list of the specified tickets will appear.
 
1. Select “My Tickets” or “All Tickets” from the Support Module Action Panel.  A list of the specified tickets will appear.
  
 
2. Click on the “Subject” or “Account Name.” of the ticket to be updated to view detail for that ticket.
 
2. Click on the “Subject” or “Account Name.” of the ticket to be updated to view detail for that ticket.
  
3. Locate the field(s) to be updated and enter your change.
+
 +
:::3. Locate the field(s) to be updated and enter your change.
  
4. Click on the “Save” button to save your updates.
+
:::4. Click on the “Save” button to save your updates.

Latest revision as of 23:11, 2 December 2012

A ticket’s “Status” or other information may change over a peri-od of time, or you may wish to record progress or other additional information. Simply view ticket detail in the normal manner, edit the fields displayed, and then save your changes. Note: Tickets may not be updated after they are closed. However, a Closed ticket may be reopened (Click on the “Re-open Ticket” icon at the top of the detail page)


ScreenHunter 74 Sep. 25 14.51.jpg

1. Select “My Tickets” or “All Tickets” from the Support Module Action Panel. A list of the specified tickets will appear.

2. Click on the “Subject” or “Account Name.” of the ticket to be updated to view detail for that ticket.


3. Locate the field(s) to be updated and enter your change.
4. Click on the “Save” button to save your updates.