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DocsTickets List
View and manage support tickets
List View
The tickets list provides a centralized view of all support tickets in your CRM.
The tickets page displays all support tickets in a table format. Each row shows key details at a glance so you can quickly triage, prioritize, and act on incoming requests. Tickets are sorted by creation date (newest first) by default.
Columns
Information displayed for each ticket in the list.
List Columns
- Ticket Number — A unique auto-generated identifier for each ticket (e.g., #1042).
- Subject — A brief summary of the issue or request.
- Status — A color-coded badge indicating the current state of the ticket.
- Priority — A color-coded badge indicating how urgently the ticket needs attention.
- Assigned To — The team member responsible for handling the ticket.
- Contact — The person or company that submitted or is associated with the ticket.
- Created Date — When the ticket was first created.
Ticket Statuses
Each ticket moves through a series of statuses as it is worked on.
Status Badges
- Open— The ticket has been created and is awaiting action. This is the default status for new tickets.
- In Progress— A team member is actively working on the ticket.
- Resolved— The issue has been addressed and a solution has been provided.
- Closed— The ticket is finalized and no further action is needed.
Priority Levels
Priority badges help you triage tickets by urgency.
Priority Badges
- Low— Non-urgent issues that can be addressed when time permits.
- Medium— Standard priority for typical support requests.
- High— Important issues that should be addressed promptly.
- Urgent— Critical issues requiring immediate attention.
Filtering
Narrow down the ticket list to find what you need.
Available Filters
- Search — Free-text search across ticket number, subject, and contact name.
- Status — Filter by Open, In Progress, Resolved, or Closed.
- Priority — Filter by Low, Medium, High, or Urgent.
- Assigned To — Filter by the team member assigned to the ticket.
Sorting
Change the order of tickets in the list.
Click any sortable column header to sort the list. Click again to toggle between ascending and descending order. You can sort by ticket number, subject, status, priority, assigned user, or created date. The default sort is by created date, newest first.