# Tickets

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

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_XB8NzvkqIFhVkePn%2F-MB_XMHFzrK_n9p_VRQR%2Fimage.png?alt=media\&token=108484ec-a5d7-4d45-9fbf-dde54145b795)

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:

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_XB8NzvkqIFhVkePn%2F-MB_XXNIxLgM-FxXW5Jd%2Fimage.png?alt=media\&token=f10abda4-e351-4991-976e-1069f6a79589)

* **+ 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

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Zi8xZsLSxHij_BBk%2F-MBckFVXZk2kaXeqEuCc%2Ftickets%20report.gif?alt=media\&token=f6ac56e4-27ab-4b1a-901a-44c87615634d)

## 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.

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Zi8xZsLSxHij_BBk%2F-MBcmNo7Tzx1v-cn6a3H%2Fimage.png?alt=media\&token=604bead0-15ab-4580-8ee8-7f77f1b7f2f8)

Ticket is always assigned to admin level access user (assignee) and related to particular investor level access user (customer).&#x20;

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Zi8xZsLSxHij_BBk%2F-MBcmiu_Ym4O1qYNJuGi%2Fimage.png?alt=media\&token=e032dc43-8b74-4a0d-abf4-7ac75cdd9223)

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

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Zi8xZsLSxHij_BBk%2F-MBcoZU-B_i11nGX1Wx1%2Fimage.png?alt=media\&token=7db53804-4ef4-4333-8fc4-862ddeebfd0e)

* **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

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Zi8xZsLSxHij_BBk%2F-MBcoDXeXmoZ6majgdde%2Fimage.png?alt=media\&token=74710ac8-5056-4fe5-9f46-5a53b2e1d4e5)

* **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**

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MBcrtGLWVP_xTCZ9BNU%2F-MBcu_FgDp7Hb1h-pGga%2Fimage.png?alt=media\&token=7509855f-7b4a-4d5c-a39c-cb41bb084168)

* **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**

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MBcurQoIsuk0XF0Eygj%2F-MBcvo_xUaTxmuwoK80a%2Fimage.png?alt=media\&token=3e79ebd9-3bfa-41a2-9943-628ea6bea32b)

* **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

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MB_Zi8xZsLSxHij_BBk%2F-MBcpwZY8i7FbzmrJKau%2Fimage.png?alt=media\&token=9f42dec3-0402-4477-9052-6726a0918462)

* **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.

![](https://355209626-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MAyzOiBTtSdMuNp2Qsw%2F-MCkYq2mDgv7_5YWjhKc%2F-MCkgG0ImnT18AAheWNM%2Fimage.png?alt=media\&token=c5f05a27-106d-4bb9-822c-5639634eca39)
