Ticket tools

You can access a number of ticket management tools from both the Ticket page and from the context menus of ticket lists and tables.

NOTE  Access to these tools is governed by the settings of the security level assigned to you.

• You can assign a ticket to yourself or another user. Refer to Assigning tickets to resources.
• You can forward and modify one or multiple tickets to yourself or another user. Refer to Forwarding and modifying tickets.
• You can use Merge and Absorb to combine tickets from the same organization. Refer to Merging tickets.
• You can copy a ticket into a project and continue working on the task you created. Refer to Copying a ticket to a project.
• You can print the information tracked in the ticket. Refer to Printing a ticket.
• You can update the ticket status to Complete. Refer to Completing tickets.
• You can generate an invoice for labor, charges and expenses directly from the ticket. Refer to Generating an invoice from a ticket.
• You can view how happy the customer is with the service you have provided. Refer to The Service Thermometer.
• You can select a survey to send to the ticket contact to find out how satisfied the customer is with your services. Refer to Selecting a survey to send to a task or ticket contact.
• Under certain circumstances, you can delete a ticket. Refer to Deleting a ticket.