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Customer context on a ticket

What the ticket side panel shows about the customer: their company, commercial picture, feedback, earlier tickets and tasks.

Beside the conversation, every ticket shows who you are helping, so you don't have to look it up:

  • Customer: the requester and their company. Use Link a company or Change if the ticket isn't linked to the right one.
  • Commercial: the customer's business with you from Sales. Only people whose role can read opportunities see this.
  • Customer feedback: their recent satisfaction answers and comments.
  • Earlier tickets: what they asked before.
  • Response target: the first answer and solved targets for this ticket.
  • Tasks: open tasks on the ticket.
  • Details: the ticket's type and other fields.