Summary:

This feature will allow the creation of a ticket if one is not automatically created. This can be used to assign a task to another Customer Support user for any task that needs to be completed that relates to the various ticket types. Another scenario may be if a Hope Trust employee is on the phone or meeting with a client, and they want to create the ticket for the user instead of the user going into an account and doing it themselves.

Usage:

The ‘Create’ button once clicked, will open a modal titled ‘New Ticket.’ This modal can then be filled out with all the information that is required for any of the various ticket types. The information that needs to be entered is the same as the information listed in the ‘Updating Ticket’ modal on any existing ticket.

For more details on this information, please see the Ticket Interactions section of this ReadMe document.