Tickets
Tickets track support and service issues tied to a Contact or Company.
The Tickets list
Filter by pipeline stage, or use the All / My open / Unassigned tabs to quickly find what needs attention.
Creating a Ticket
Create a Ticket directly from Tickets, or from the Tickets association card on a Contact or Company record — either way, it’s automatically linked to that record.
Where Tickets show up
A Ticket appears on both the Contact and the Company side if the two share a client account, so anyone looking at either record sees the same support history.
Related pages
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