How To: Look up a Ticket

There are a few ways you can look up existing tickets:

If you know the ticket number:

  1. Enter the ticket number in the "Search tickets" box at the top
  2. Press enter or click "Go"
  3. If the exact ticket number exists, it will open up the ticket view screen for that ticket number

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If you don't know the ticket number, you can search for a ticket by the customer's name, phone numbers, and the serial number for any devices attached to the ticket.

  1. Go to the tickets index page (click on "Tickets" in the menu at the top)
  2. Click on "+Keyword" to search by one of the following:
    1. customer first or last name
    2. phone number
    3. serial number of a device
  3. After entering one of the above as a Keyword, hit enter or click "Apply" to search.
  4. You should see a list of tickets that match your search in the table. Keep in mind that it is searching Customer records for all of the following at the same time:
    1. ticket number
    2. serial number
    3. phone number
    4. customer first name
    5. customer last name
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