Tickets Board View Follow

Salesmate offers a dynamic and visual representation of Tickets, allowing users to manage and track  the Tickets as they progress through various phases, from creation to resolution

To manage the Board View,

• Navigate to the Tickets module from the left menubar
• Head over to the Board View option on the top right
• You will be redirected to the Board View screen
• In the board view, the columns will be displayed based on the stages you have created.

• You can drag and drop the Stages to reposition 

Here you can perform multiple Actions,

• Create a New Type
• Customize the Card
• Actions Under Stage Title
• Operations under Actions

Create a New Type

• Navigate to the All Pipeline option
• Click on the Add New Pipeline options

• Enter the Pipeline Name
• Make these tickets visible to the customer - Enable this option if you wish the pipeline to be visible to your customers.
• As soon as you enable this option another option will appear.
• Let customers to send replies on these tickets - Enable this option if you want your customers to engage in ticket discussions and add their comments on it
• If you wish to Add in any new stages click on Add New Stage
• Click on Save

Customize the Card

• You can also choose the design of the card and what details should be shown by clicking on the View Settings button and configuring the popup with your desired details

  • Pipeline - Select the Pipeline for which you wish to Customize the Card

  • Add Field - Select the Fields you would like to appear on the Card, you can easily Add or remove the fields.

  • Then, choose the Card Layout,

  • Default - To display the values of the selected fields with their icons on the card.

  • With Label - To display the field label and their values for the selected fields in the card.

  • Compact - To display the values of the selected field in a compact view.

  • Preview - Will show how the  Card would appear with any of the above Card layouts.

• Once you have chosen your preferences, hit the Save button

Actions Under Stage Title

• As you click on the stage Title, it will allow you to perform the following actions,
  • Move Left - This option allows you to move the Stage to Left
  • Move Right -  This option would allow you to move the Stage to Right
  • Update Stage - This option would allow you to Update the Stage
  • Collapse Stage - This option lets you temporarily hide the Stage
  • Delete Stage - This option would let you Delete the Stage if not required

Operation under Actions

• Import from Excel or CSV file - This lets you Import Tickets using CSV or Excel files
• Recent Deleted Records - Here you can view records deleted recently