Tickets require the ticket area to be enabled. The CRM entry point also requires the appropriate CRM access.
Create a request
- Open Tickets or a project’s tickets.
- Choose documents, viewing, technical, or general as the category.
- For project requests, review suggested similar tickets. Follow an existing request if it addresses the same question.
- Add the subject, description, and relevant customer relationship, then create the ticket.
Ownership and replies
Open the thread, review earlier replies, and assign the request to the responsible person or team. Replies and supported attachments keep the solution with the request. Check which information is visible to participants before sending.
Complete the request
Move the ticket to in progress when work starts. Record the outcome when resolving it. Deliberately review any option to publish the solution: a shared solution may become visible to other authorized users and trigger additional notifications.
For missing tickets, check the organization, filters, enablement, and permissions. Linking a customer or project does not replace those permissions.
