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Product Documentation Operations Portal CRM Employee Mobile App Configure Employee Mobile App Make Tickets Visible to Customers (Ticket Screen)

Employee Mobile App - Make Tickets Visible to Customers (Ticket Screen)

  1. Tap the "Menu" icon

    To share a ticket with a customer account in the Employee Mobile App, tap on the "Menu" icon.

  2. Navigate to "Tickets"

    Then, navigate to "Tickets". In order to access and update "Tickets" you will need to be set up either as an "administrator" or a "superuser", or have the roles of: "ticketView" and "ticketEdit".

  3. Search the ticket and double tap on the ticket row

    Search for the ticket and double tap on the ticket row to view more details.

  4. Paste the company code in the "Company code" field

    If the ticket isn't already assigned to a company, paste the company code in the "Company code" field. Be sure to check and update the ticket first before sharing it with your customers.

  5. 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.

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