# Tickets
Tickets track internal tasks or support items assigned to employees. Create a ticket with a title, description, assignee, and date range, then open and close it as work progresses.
Overview & List View
Go to CRM → Tickets from the left menu. The list shows all tickets with title, assignee, dates, and status.
List columns
| **Column** | **Shows** |
|------------|-----------|
| Id | Ticket reference number. |
| Title | Ticket title. |
| Assginee | Assigned employee (label as shown in UI). |
| Begin date | Start date and time. |
| End date | End date and time. |
| Status | Draft, Open, or Closed. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Open | Open tickets. |
| Draft | Draft tickets. |
| Closed | Closed tickets. |
Advanced Filters
Title, Assignee, Begin date, End date, Status, and Created Date.
List row actions
| **Action** | **Available when status is** |
|------------|------------------------------|
| view | All |
| edit | Draft, Open |
| delete | Draft, Open |
Tickets do not have priority, SLA timers, or category fields.
Quick Start — Create a Ticket
1. Navigate
Go to CRM → Tickets and click New.
2. Fill in details
Enter Title (required), Description, Assignee (required), Begin date (required), and End date (optional; must be on or after begin date).
3. Save
Click Save to create the ticket as Draft. Use Reset or Cancel as needed.
4. Open and close
From the ticket view, use Open in the more menu to set status to Open, then Close when work is complete.
Fields Reference
| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Title | Yes | Short summary of the ticket. |
| Description | No | Detailed description of the work or issue. |
| Assignee | Yes | Employee responsible for the ticket. |
| Begin date | Yes | When the ticket period starts. |
| End date | No | When the ticket period ends. Must be ≥ begin date. |
Actions & Status
Status lifecycle
| **Status** | **How to reach** | **Next step** |
|------------|-------------------|---------------|
| Draft | Default on create | Open |
| Open | More → Open | Close |
| Closed | More → Close | Terminal |
| For Revisal | — | Edit and Delete allowed (same as Draft in list) |
Toolbar actions (view page)
| **Action** | **Available when status is** |
|------------|------------------------------|
| Edit | Draft, Open |
| Delete | Draft, Open |
| Clone | Always |
More menu
| **Action** | **Available when status is** | **What it does** |
|------------|------------------------------|------------------|
| Open | Draft | Sets status to Open. Assignee receives notification. |
| Close | Open | Sets status to Closed. Records close notes and closed date. |
| Print | Always | Print view. |
View Details
Details shown: ID, Title, Description, Begin date, End date, Assignee
Sidebar tabs: History, Attachments
FAQ
Does a ticket open automatically on save?
No. New tickets are saved as Draft. Use Open from the more menu to activate the ticket.
Is there priority or SLA tracking?
No. Tickets support title, description, assignee, dates, and Open/Close status only.
Why does the list show "Assginee"?
That is the label shown in the ticket list column header in the current UI.
Who gets notified when I open a ticket?
The assignee receives a notification when status moves from Draft to Open via the more menu.
Can I reopen a closed ticket?
No. Closed is terminal in the current workflow. Create a new ticket or clone the closed ticket if follow-up work is needed.
Are tickets linked to leads or customers?
Tickets are standalone CRM records with title, description, assignee, and dates — not directly linked to lead or customer masters.
Can I attach files to a ticket?
Yes. Use the Attachments sidebar tab on the ticket view to upload supporting documents.
What is For Revisal status?
For Revisal behaves like Draft for edit and delete permissions — use it when a ticket needs correction before reopening workflow.