Using the Ticket detail view
Use the Ticket detail view to view, add, or modify information for a selected record. The detail view consists of the fields, tabs, and a user-defined section.
You can click from the navigation bar to access the Ticket list view. Click a ticket name to view the details of the ticket. You can also use the to locate a ticket, and then click the ticket ID name.
On this page, you can:
- Click on the toolbar or select the current group tab to switch to list view.
- View the groups related to the ticket. See What are Groups?.
- Send the ticket information in an email. See Sending an Email message from a ticket.
- View or print a detail report. See Viewing and printing detail view reports
- Access the Account Service Information view for a ticket. See Using account service information.
The Task Pane contains the section. In this section, you can:
- Mail Merge. See Using Mail Merge in the web client
- View a Report. See Viewing a report
- Email Contacts. See Emailing contacts or leads
- Add a Note. See Adding a note
- Schedule new Meeting, Phone Call or a To-Do task. See Scheduling an activity
- Start CRM workflow. See Starting a CRM workflow
Information fields
The ticket information fields page displays the primary information about the ticket. Users with appropriate permissions can edit these fields. See Ticket information fields
Detail view tabs
Each tab displays specific information you can use for ticket related activities:
| Details | Comments | Activities | Ticket Activities |
| Attachments | Journal | Defects | Returns |
| More Tabs | Related Assets | Ticket Activity Parts | Ticket Timeline |
| Journey tab | AI Summary | CRM Workflows tab | Notes/History |
User defined section
You can drag and drop tabs into the user defined section. See Dragging and Dropping