Tickets

TradeSocio NewUX - Broker Admin manual

Ticket is an internal task or reminder regarding particular action or information. Ticket report contains the list of all tickets created on the platform.

The report consists of navigational toolbar and the table of contents.

Navigational toolbar in the top right corner of tickets report has a number of functions:

• + Add - add a new ticket (create new task)

• Export CSV - export the list of existing tickets in .csv format and save file on your computer

• Search Keywords - search for relevant data in the report by using the keywords

By using the navigational buttons you can create a personalized view of report:

• add and remove the columns from the table of contents

• Size to fit - resize columns to fit the current width of the widget

• Auto-Size All - resize columns for the optimal view of the data displayed

Manage tickets

To add new ticket click on +Add and fill the form. Fill the form and save. The ticket will be created and added to the report.

Ticket is always assigned to admin level access user (assignee) and related to particular investor level access user (customer).

Once the ticket is assigned, the user receives notification in their inbox.

The available management actions depend on the current status of the ticket.

Open tickets

• Edit - edit ticket

• Delete - delete ticket

• Change Assignee - assign ticket to different user

• View Info - open detailed ticket information page, edit or add comment progress timeline

• View comment - open quick view of the comment progress timeline of the ticket

• Add comment - add a new comment in progress timeline of the ticket

• Change status - change status of the ticket to On hold or In Progress

On Hold tickets

• Edit - edit ticket

• Change Assignee - assign ticket to different user

• View Info - open detailed ticket information page, edit or add comment progress timeline

• View comment - open quick view of the comment progress timeline of the ticket

• Add comment - add a new comment in progress timeline of the ticket

• Change status - change status of the ticket to Open

In Progress tickets

• Change Assignee - assign ticket to different user

• View Info - open detailed ticket information page, edit or add comment progress timeline

• View comment - open quick view of the comment progress timeline of the ticket

• Add comment - add a new comment in progress timeline of the ticket.

• Change status - change status of the ticket to Completed

Completed tickets

• View Info - open detailed ticket information page, edit or add comment progress timeline

• View comment - open quick view of the comment progress timeline of the ticket

Tickets related to specific investor can be viewed in the CRM page of the user.