# 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. [![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/image.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/image.png) --- ## What You See Each ticket row shows the following columns:
ColumnDescription
**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
ActionDescription
**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)
ButtonDescription
**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
FieldRequiredDescription
**Mobile**✅The client's mobile number.
**Communication Method**✅The client's preferred communication method (e.g., Phone, Email).
**Call Date**OptionalThe date the client was called or contacted.
**Delivery Judgement Date**OptionalThe agreed or expected delivery judgement date.
**Contract Date**OptionalThe client's contract date.
**Ticket Content**OptionalFull description of the issue or request.
**Ticket Type**✅Category of the ticket (configured in Customer Service Settings → Ticket Types).
**Tag**OptionalTag to label the ticket.
**Branches**OptionalThe company branch this ticket is related to.
**Type**OptionalAdditional type classification.
**Files**OptionalAttach supporting files.
**Gallery**OptionalAttach images.
[![image.png](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/scaled-1680-/o1Jimage.png)](https://knowledge-base.profitcrm.net/uploads/images/gallery/2026-07/o1Jimage.png) --- ## Available Filters
FilterDescription
**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.