Working with Ticket Maintenance

  1. Select Master Explorer > Sales > Ticket Maintenance. The Ticket Maintenance list page is displayed.
  2. Specify this information:
    Ticket Number
    The number of the ticket.
    Account Name
    The name of the user.
    Primary Contact
    The name of the contact person.
    Owner
    The name of the sales representative responsible for the ticket.
    Team Leader
    The leader of the sales representative.
    Assigned Agent
    The agency to which the ticket is assigned.
    Type
    The ticket type. Possible values:
    • Internal
    • Complaint
    • Decoration
    • Customer
    Status
    The ticket status. Possible values:
    • New
    • Open
    • Closed
    • Cancelled
    • Rejected
    • Completed
    Create Date
    The date on which ticket has been created.
    Completed Date
    The date on which ticket has been completed.
    Note: This field is defaulted if the value for the Status field is set to Completed.
    Promotion
    The promotion associated to the ticket.
    Agreement
    The agreement associated to the ticket.
    Decoration Source
    The source of the decoration for the ticket.
    Date Needed
    The date when the ticket is needed.
    Planned Duration
    The duration that is planned for the ticket.
    Actual Duration
    The actual duration for the ticket.
    Rep Request Stop
    The request for cancellation of the ticket by sales representative.
    Note: The value for this field is set to Yes if the Request Cancellation check box is selected.
    Paid
    The status of the agency that has been paid.
    Comments
    The description of the ticket.
  3. Click the ticket number. The Ticket Maintenance details page is displayed.
  4. Click the History tab to view the history of activities performed on the selected ticket number.
    Note: To view all the activities, click View Full List.
  5. Click the Files tab to view the history of attachments linked to the selected ticket number.
  6. Click View Full List to view all the attachments.
  7. Expand or collapse an entity related section to add, review or modify the data defined for the various entities linked to the ticket number.
  8. Click Save.