Ticket

Overview
Use Ticket when an existing client (not just a lead) calls with a request, complaint, or issue. Tickets are routed to the Customer Service (CS) team.
⚠️ Important: The caller must have a Client Profile in the system for a ticket to be created. If they only exist as a lead (no client profile), the ticket option will not be available for them.
How to Open a Ticket
Go to Call Center → Ticket.
Enter the caller's mobile number to search for their client profile.
Select the correct client from the results.
Fill in the ticket details:
Field
Description
Communication Method
How the client contacted us (e.g., phone call).
Call Date
Date of the call.
Delivery Judgement Date
Expected or relevant delivery date, if applicable.
Ticket Content
Description of the client's request or complaint.
Ticket Type
Category of the ticket (e.g., complaint, inquiry, request).
Tag
Tag to label the ticket for filtering.
Branches
The branch this ticket is associated with.
Type
If the client has a purchased unit, select the project and unit to link the ticket to it.
Click Add — the ticket is sent to the Customer Service module.
Key Things to Know
Tickets are handled by the CS team — the call center only creates them.
The call center agent's job ends after submitting the ticket.
If the mobile number search returns no client profile (only a lead), a ticket cannot be created — the caller must first have a completed client profile.
Use the Type field to link the ticket to a specific unit if the client has a purchased property.