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How to edit Customer Support ticket types

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This is a feature in Customer Support that lets you create your own ticket types to categorise and organise your tickets.

This article covers:

  • How to add ticket types
  • How to merge/delete ticket types
  • How to change a ticket type

How to add ticket types

You can add ticket types into Upsales to categorise your support tickets.

  1. You'll need Administrator access
  2. Click Settings → Customer Support → Ticket fields

    field.png

  3. Click Add:

    adds.png

  4. Enter a name for the ticket type, and select if it should be the default whenever a new ticket is created:

    chrome_v0RGlyWBuS.gif

  5. Click Save:

    save.png

How to merge/delete ticket types

You can't delete ticket types, but you can merge two types into one.

  1. You'll need Administrator access
  2. Click Settings → Customer Support → Ticket fields

    field.png

  3. Click Merge ticket types:

    merge.png

  4. Click the dropdowns to select ticket types to merge:

    types.png

  5. Enter a new ticket type name and click Merge ticket types:

    new.png

How to change a ticket type

  1. You'll need a Customer Support licence
  2. Click the Customer Support tab:

    tabs.png

  3. Click the ticket you want to change
  4. Click the dropdown under Type and select the new ticket type:
    type.png

  5. You can also edit the ticket title by clicking the edit icon:

    edit.png

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Articles in this section

  • Merge tickets in Customer Support
  • Relate to activities in Customer Support tickets
  • How to add Customer Support custom fields
  • How to exclude domains and email from tickets
  • How to assign and unassign Customer Support tickets
  • How to edit Customer Support ticket types
  • How to activate and deactivate ticket priority
  • How to view support tickets related to a company or contact

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