How to use Customer Support

1. Create a ticket with its customer, priority, assignee and response or resolution deadlines.
2. Record replies and internal notes separately. A logged phone, email or WhatsApp reply records a conversation already made. Only a Portal reply is visible through an enabled Customer Portal.
3. Resolve the ticket with the outcome, or reopen it if work remains. With Services enabled and the necessary rights, escalate it to a linked service order.

Screens and tasks