Create a support ticket

Create a CRM support ticket for a contact with a clear subject, department, priority and message.

Before you start

• Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

1. Open Tickets and choose the new-ticket action.
2. Enter Subject and select Contact. Check the populated recipient name and email.
3. Select Department, Priority and Assigned staff member; choose Service and Project where applicable.
4. Add any CC recipients and useful Tags, then write the Message.
5. Attach only the files needed for this ticket and submit.

Check the result

• Open the saved ticket to check its contact, department, priority, assignee, message and attachments. CRM customer tickets are separate from contacting Pixie through My Account Support tickets.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

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