HELP FILE

Ticketing Category, Status and Custom Field setup

BoldChat's integrated ticket management solution allows Enterprise subscribers to manage internal tasks, customer follow-up, sales activities, operations projects, or billing inquiries.

Add a ticket

To add a ticket, go to the left menu of the operator client and click Tickets > New. For more information about how operators can work with tickets, see the Operators Guide.

Setting up ticket Category values

Create values that are presented to operators as options under Category on a ticket form.

Fastpath: To create a ticket Category value, go to Setup > Account Setup > Contacts > Contact Categories.

Setting up ticket Status values

Create values that are presented to operators as options under Status on a ticket form.

Fastpath: To create a ticket Status value, go to Setup > Account Setup > Contacts > Contact Custom Fields 1 or 2.

Setting up ticket Custom Field values

Create values that are presented to operators as options under Custom 1 or Custom 2 on a ticket form.

Fastpath: To create a ticket Custom Field value, go to Setup > Account Setup > Tickets > Contact Custom Fields 1 or 2.

Forms showing the fields where operators can select Ticket values