How to Create a Ticket from the Inbox

How to Create a Ticket from the Inbox

In EZTrack360, you can convert an email into a support ticket directly from the Inbox. This feature is useful for tracking and managing customer inquiries efficiently.

Why is the “Create Ticket” Button Greyed Out?

The “Create Ticket” button will be greyed out if there are no customers associated with your CRM system. Tickets must be linked to a customer for proper management and tracking.

Steps to Enable the “Create Ticket” Button

To activate the “Create Ticket” button, follow these steps:

1. Click PEOPLE in the left sidebar, then select Customers.
2. Add at least one customer to the system by clicking the + Add Customer button. Fill out the required details such as Name, Email, and Phone Number.
3. Save the new customer by clicking Save.

Creating a Ticket from an Inbox Email

Once you have customers in your system, you can create a ticket from an email in the Inbox.

1. Click COMMUNICATION in the left sidebar, then select Inbox.
2. Locate the email you want to convert into a ticket.
3. Click the Create Ticket button. It will now be active and clickable.
4. Select the customer you want to associate with this ticket from the dropdown menu.
5. Fill out any additional ticket details, such as department or priority, if applicable.
6. Click Create to finalize the ticket creation.

Helpful Tips

• If you frequently receive emails that need ticket creation, ensure you have a complete customer database in the Customers section for seamless workflow.
• You can assign tickets to specific team members or departments for better management. Learn more in the Support Tickets section.

Troubleshooting

If the “Create Ticket” button remains greyed out after adding customers, ensure the customer’s information is properly saved and that you are logged in with sufficient permissions to create tickets.