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How To GuidesService & reporting
SERVICE & REPORTING / 7 MIN READ

Handle a support ticket

Keep issue ownership, status and actual responses together.

Follow the steps

01

Create or open the ticket

Use Tickets to record the issue and link the appropriate customer.

02

Set priority and ownership

Choose the supported priority and select one or more active teammates. Keep the primary assignee clear when several people share the work.

03

Update the work

Record the status change and log only responses that were actually made.

04

Close with context

When resolved, save the outcome so the history is useful if the issue returns.

BEFORE YOU MOVE ON

Check the result

The ticket history shows the owner, latest status and saved resolution.

Worth knowing

Logging a response does not itself send a customer message.