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Basic Ticket Functionality
- Create A New Ticket
- Customer Ticket History
- Tracking Time in ExpertConnect
- Viewing & Editing Tickets on the Web Dashboard
- Ticket Tags
- Leaving Private Notes & Attachments Within a Ticket
- How to Watch a Ticket
- Merge Tickets
- Share a Ticket with Others via Share Ticket URL
- Live Call Transfer
- Attaching Media to a Ticket (photo, video, pdf)
- Approvals
- Request a Photo/Video from your Customer
- Live Video Calling
- Automated Note-Taking in ExpertConnect
- Job Codes
- Closing and Archiving Tickets
- Ticket Priority
- Global Ticket Search
Popular Articles
- Insights Dashboard
- Create A New Ticket
- External Advisors in your Organization
- Ring Last Advisor
- Broadcast - Send Bulk Text, Video & PDF Messages
- Customer Ticket History Access Level
- Convert Tickets to Draft Work Orders in Service Delivery
- Adding / Inviting Additional Team Members (Advisors)
- Answering Phone Calls