Create a ticket

Create a ticket

Log a new customer request or issue as a support ticket.

1. Go to Tickets and select New Ticket (also shown as Create New Ticket).
2. Choose the Account (customer). This is required.
3. Choose the Contact who raised the request. This is required.
4. Choose a Category, and a subcategory if one applies. The category is required.
5. Enter a Subject and a Description. Both are required.
6. Set the Priority (Low, Medium, High, or Urgent). This is required.
7. Optionally choose an Assignee and the Source (Email, Phone, Web, Portal, or Chat).
8. Optionally attach files to the ticket.
9. Select Create Ticket to save.

The new ticket is given a ticket number. If a contact is set, they are notified that the ticket was created. If you assigned the ticket, the assignee is notified too.

Tip: New tickets start with the status New. Assigning a ticket automatically moves it to Open.

See also: Support Tickets Overview