Employee Mobile App - Make Tickets Visible to Customers (By Company)

1. Tap the "Menu" icon

   To share a ticket with a company when using the Employee Mobile App, tap on the "Menu" icon.

   

2. Tap on "Companies"

   Then, navigate to "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them. To also access and update tickets, users will need to be set up either as an "administrator" or a "superuser", or have the roles of: "ticketView" and "ticketEdit".

   

3. Tap on the company

   Scroll or search to find the company for which you would like to update the ticket. Once you find the company, tap to view more details.

   

4. Swipe left on the Tabs

   From the company's details screen, swipe left on the Tabs to view the "Tickets" tab

   

5. Tap on the "Tickets" tab

   Tap on the "Tickets" tab to view more details

   

6. Tap on a ticket

   Find and tap on the ticket to view details

   

7. Go to "Others" section

   Swipe up and go to the "Others" section.

   

8. Tap on the "Display To Customer" dropdown and select "Yes"

   Tap on the "Display To Customer" dropdown and select "Yes". The ticket will now be accessible to your customers, allowing them to view and contribute as needed.