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.