Tickets

Overview

The Tickets screen is used to log and manage client support requests. Any issue a client faces — whether it's a payment delay request, a legal concern, a maintenance issue, or any other type of request — is created here as a ticket, then assigned to the relevant team member to handle and resolve.

💡 Examples of how tickets are used:

A client wants to delay an installment payment → ticket created and assigned to a Finance team member.

A client has a contract dispute → ticket assigned to the Legal team.

A client has a maintenance complaint → ticket assigned to the relevant operations person.

What You See

Each ticket row shows the following columns:

Column	Description
Ticket Number	Unique identifier for the ticket.
Name	Client's name associated with the ticket.
Phone	Client's contact phone number.
Ticket Type	Category of the support request (configured in Customer Service Settings).
Related Item	The associated property, unit, or project, if any.
Communication Method	The client's preferred method of communication (e.g., Phone, Email).
General Note	A description of the issue or request.
Ticket Created Date	When the ticket was created.
Ticket Action Date	The date of the last activity or update on the ticket.
Creator	The user who created the ticket.
Assigned to	The team member responsible for handling this ticket.
Actions	Status dropdown, Note, Update, and Delete — see below.

Actions on a Ticket

Action	Description
Status dropdown	Change the ticket's current state (e.g., Pending, Done, Customer Service Response, Follow Up).
Note +	Add a note or update to the ticket log.
Update	Edit the ticket's details.
Delete	Remove the ticket.

Available Actions (Top Bar)

Button	Description
View New Tickets	Shows tickets that have not yet been assigned to any user — review and assign them to the appropriate team member.
Ticket +	Create a new ticket.
Export	Export the ticket list.

💡 View New Tickets is the key starting point — any ticket that comes in without an assigned user lands here. From this view, you can assign each ticket to the right person so it gets handled.

Creating a New Ticket

Click Ticket + to open the Add New Ticket form. Fill in the fields below, then click Add.

Fields

Field	Required	Description
Mobile	✅	The client's mobile number.
Communication Method	✅	The client's preferred communication method (e.g., Phone, Email).
Call Date	Optional	The date the client was called or contacted.
Delivery Judgement Date	Optional	The agreed or expected delivery judgement date.
Contract Date	Optional	The client's contract date.
Ticket Content	Optional	Full description of the issue or request.
Ticket Type	✅	Category of the ticket (configured in Customer Service Settings → Ticket Types).
Tag	Optional	Tag to label the ticket.
Branches	Optional	The company branch this ticket is related to.
Type	Optional	Additional type classification.
Files	Optional	Attach supporting files.
Gallery	Optional	Attach images.

Available Filters

Filter	Description
Date	Filter by creation date (From / To).
Name	Search by client name.
Tag	Filter by tag.
User	Filter by assigned user.
Unit	Filter by related unit.
Condition	Filter by a condition.
Ticket Type	Filter by ticket category.
Ticket Number	Search by ticket number.
Project	Filter by project.