remberg

The ticket preview is a useful tool; it helps you to easily find out what a ticket is about without having to open it.

A simple click on the ticket line opens the sidebar and gives you an initial preview of the most relevant details of your customer ticket.

If you want to have immediate access to the ticket without having to open the preview first, you may click on the linked ticket ID in the ticket overview.

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There are some options and settings that you can already adjust in the ticket preview without having to open the ticket itself.

The following overview can provide you with some helpful insights:

1. Ticket ID
2. Ticket subject
 1. Directly customizable in the preview
3. Ticket status
 1. Directly customizable in the preview
4. Status time
5. Button to open in new tab
6. Three-dot menu
 1. Options to move, export and delete
7. Access options
 1. Add/revoke organizations that have access to the ticket through the portal
8. Notification bell
 1. Possibility to follow the ticket

1. Responsible group &amp; person
 1. Change the assignment of the ticket to...
 1. Individuals
 2. Groups
2. Optional possibilities:
 1. Priority
 2. Category structure

1. Get a fast overview of the latest activities, conversations and notes saved in a ticket.
 Note: There is no option to add another note or email here. To do so, you have to go into the regular ticket.

1. Organizations
 1. Several organizations can be added here =&gt; added organizations automatically have access to the ticket through the portal.
 2. Removing the organization also removes all associated contacts.
2. Contacts
 1. Several contacts can be stored here.
 2. By adding a contact, the associated organization is automatically stored (by removing the contact, the associated organization is also removed here).
3. Assets
 1. Only specific assets that are linked to the associated organization can be selected here.
4. Parts
 1. Only specific parts that are linked to the associated assets can be selected here.
5. Tickets
 1. Here, you have the option of linking the ticket to an existing one.
6. Work Orders
 1. Here you have the option of adding a new work order through the ticket (relevant fields, such as organization or assets, are already pre-filled in automatically with the already stored data).

1. Ticket header:
 1. Ticket ID
 2. Ticket subject
 1. Directly customizable in the preview
 3. Ticket status
 1. Directly customizable in the preview
 4. Status time
 5. Button to open in new tab
 6. Three-dot menu
 1. Options to move, export and delete
 7. Access options
 1. Add/revoke organizations that have access to the ticket through the portal
 8. Notification bell
 1. Possibility to follow the ticket
 
2. Tab "Details":
 1. Responsible group &amp; person
 1. Change the assignment of the ticket to...
 1. Individuals
 2. Groups
 2. Optional possibilities:
 1. Priority
 2. Category structure
 
3. Tab "Conversations":
 1. Get a fast overview of the latest activities, conversations and notes saved in a ticket.
 Note: There is no option to add another note or email here. To do so, you have to go into the regular ticket.
 
4. Tab "Associations":
 1. Organizations
 1. Several organizations can be added here =&gt; added organizations automatically have access to the ticket through the portal.
 2. Removing the organization also removes all associated contacts.
 2. Contacts
 1. Several contacts can be stored here.
 2. By adding a contact, the associated organization is automatically stored (by removing the contact, the associated organization is also removed here).
 3. Assets
 1. Only specific assets that are linked to the associated organization can be selected here.
 4. Parts
 1. Only specific parts that are linked to the associated assets can be selected here.
 5. Tickets
 1. Here, you have the option of linking the ticket to an existing one.
 6. Work Orders
 1. Here you have the option of adding a new work order through the ticket (relevant fields, such as organization or assets, are already pre-filled in automatically with the already stored data).

The Ticket Preview

What is the ticket preview?

What is displayed in the ticket preview?