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Creating a Ticket

Overview

Add Ticket raises a new support ticket against a subscriber. You set the subject, message, priority, group and due date; the ticket is then assigned and the customer is notified.

Required Permissions

  • Ticket → Add.

Tickets → Add

The Add Ticket form: username, subject, message, priority, group, due date and options

The form

FieldRequiredDescription
UsernameYesThe subscriber the ticket is for — type at least two characters to search and select.
SubjectYesA short title. Previously-used subjects appear as suggestions (templates) — picking one auto-fills the message and tags.
MessageYesThe description. This becomes the first comment in the ticket's conversation.
PriorityYesLow, Medium, High or Urgent (default Low).
GroupYesTechnical or Sales — the department that handles it.
Due DateYesWhen it should be resolved by. Overdue tickets show a red Due badge.
Person CalledNoWho was contacted (free text).
TagNoComma-separated labels for grouping/searching.
OTP VerificationNoYes requires an OTP from the customer to close the ticket later; No doesn't.
AttachmentNoA file (PNG, JPEG or PDF).

Select Save. You'll see "Ticket added successfully" and land on the new ticket's workspace.

What happens on save

  • The ticket is created as Open and assigned automatically — usually to you (the creator). You can hand it to someone else later with Re-assign on the ticket page.
  • The customer is notified by email/WhatsApp (per your site's settings).
  • If the subject was new, it's saved as a template so you can reuse it next time.

Important Notes

  • There's no "assign to" field on this form — assignment is automatic on create, then changed on the ticket page.
  • Turn on OTP Verification for tickets where you want the customer to confirm the fix before it's closed.