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HelloClient

Ticket Table in CRM

Frequently Asked Questions

Section titled “Frequently Asked Questions”
How to display client address in the table?
  • The ticket table shows only ticket fields
  • Fields from client information section aren’t available for display
  • Solution:
    1. Create a special ticket field “Client Address”
    2. Configure its display in the ticket table
How to rearrange columns in the ticket table?
  1. Hold down column header
  2. Drag it to desired position
  3. Release to lock new arrangement

The HelloClient ticket table is an organizer that’s easily customizable to your needs.

Ticket Management Capabilities

Section titled “Ticket Management Capabilities”

1. Quickly create tickets

Section titled “1. Quickly create tickets”

Click «+ Ticket» button in bottom-right corner.
Detailed ticket creation guide here.

2. Filter by ticket types

Section titled “2. Filter by ticket types”

Filter tickets by type to help employees focus on priority tasks.

How to work with ticket types?

  • Configure types in «Settings → Ticket Types».

3. Search tickets

Section titled “3. Search tickets”
  • Activates from 3 characters
  • Searches ticket and client fields
  • Barcode search: Place cursor in search field → scan code.

4. Filtering and sorting

Section titled “4. Filtering and sorting”

Create personalized filters by:

  • Status
  • Manager/performer
  • Creation/closing date
  • Any ticket fields

5. Custom field order

Section titled “5. Custom field order”

Drag fields to desired positions. Order saves automatically.

Ticket table capabilities

6. Hiding fields

Section titled “6. Hiding fields”

Hide unnecessary fields via «Settings → Ticket Fields» → deactivate unwanted items.

Display configuration and filtering

7. “Updated” field

Section titled “7. “Updated” field”

Shows last status change date.
Example: 15.07.2024 14:30

8. “Deadline” field

Section titled “8. “Deadline” field”
  • Shows ticket completion date (e.g.: “2 days”)
  • Red highlighting → deadline exceeded.

9. “Ticket Status” field

Section titled “9. “Ticket Status” field”
  • Displays current progress stage
  • Change status directly from table:
    Click current status → select new one.
    How to work with statuses?
    Configure in «Settings → Statuses».

10. “Client” field

Section titled “10. “Client” field”
  • Shows client name and phone
  • Click phone number to:
    • Make call
    • Send messenger message

11. “Performer” field

Section titled “11. “Performer” field”
  • Shows primary performer
  • To see service performers:
    Open ticket card → «Products and Services» section.

12. “Total” field

Section titled “12. “Total” field”

Calculates ticket total amount based on:

  • Added products
  • Services
  • Applied discounts

Ticket table capabilities