Affect agent or client

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Tickets in Paldesk are a great tool for managing customer’s inquiries. In the Tickets tab, you can create new tickets or make changes to existing ones. You can edit the ticket description, add tags, or notes or change the assigned agent or group. However, once the ticket is created you won’t be able to change the affected e.g., a client or an agent a ticket refers to. 

How to affect an agent or client?

Step 1: Go to the Tickets tab. 

Step 2: Click on the Create a new ticket button. 

Step 3:  Select the Affected agent or client. Here you can choose between your agents or your clients (contacts), depending on the ticket type.

You can see how that looks like in the picture below:

how to affect  an agent or client

Image 1. Affect agent or client

And that’s it. You’ve successfully chosen the affected. Remember, if you come across any issues, feel free to chat with us live on paldesk.com or send us an email to support@paldesk.com. Our customer service team will be more than happy to help!

 

Affect agent or client was last modified: September 3rd, 2020 by student@paldesk.com
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