Orders
Frequently Asked Questions
Section titled “Frequently Asked Questions”Instructions
Section titled “Instructions” Working with tickets All stages of creating an order from receiving a request to closing
Import Transfer order database from Excel or CSV file
Ticket fields settings Field builder. Add, reorder, delete
Filters in ticket table Personal filters for orders
How to delete a ticket? Deleting an order after creation
Ticket prepayment How to make an advance payment
Ticket deadline Controlling ticket completion deadlines
Ticket history Tracking events in the ticket, comments, photos
Closing ticket without payment Client did not pay the ticket. How to close it?
Comments for clients in the ticket Displaying recommendations in documents
Service expense How to use the “Service expense” function in HelloClient CRM
Return in ticket How to process a return for a ticket?
Ticket table in CRM Effectively manage all tickets. The ticket table contains information about clients, ticket details, execution status, and deadlines
Multiple executors in ticket How to add several specialists to a ticket
Еicket payment How to process payment for a ticket
Profit on orders Automatic report for calculating profit from orders
Creating tasks from ticket Assign tasks and reminders to employees
Ticket statuses Monitoring ticket progress
Changing ticket date How to change the creation and closing date of a ticket in HelloClient?