Create & Edit Ticket
Raise a ticket yourself and link it to the order it concerns.
Overview
Most tickets arrive from clients, but raising one yourself is useful when a request comes in by phone or email. Linking it to an order keeps the conversation next to the work.
Step-by-Step Guide
- Open Tickets and choose Create Ticket.
- Pick the client — their orders become available for linking.
- Link the relevant order if there is one.
- Write the subject and description, and set the priority.
- Assign a member and save.
Routes:
From an order: the order detail page can raise a linked ticket in one click.
/tickets/create and /tickets/:id/editFrom an order: the order detail page can raise a linked ticket in one click.
Tips & Best Practices
Always link the order when there is one. Six months later, “why did we redo that logo” is answered by the ticket sitting on the order.