Ticket Options
Firstly, navigate to Admin > PSA Options > Ticket Options
General Options
You'll be presented with the following screen. Alter the settings to your preference.
Ticket Sequence Numbering Starts From: If you want to continue your current ticket number onto our system, add the number here, ie if you are on ticket 1500 on your last CRM, you can put in the first ticket as 1501.
Auto Create Contact from new contacts: Note: A domain must be linked with an existing customer to use this feature.
ie. if Company1's domain is xyz.com, the system will automatically create a contact when a it identifies a new address @xyz.com.
Service Boards
CIT
Create additional service boards by Selecting Add Service Board
You'll be presented with the following screen. Enter the details of your Service Board.
Board Name
Description: A brief description of your service board
Proceed by clicking Save
Ticket Statuses
You can create additional ticket statuses by selecting Add Ticket Status
You'll be presented with the following screen. Enter the details of your Ticket Status.
Status Name
Category: The category of which your status best fits
Description: A brief description of your status
Proceed by clicking Save
Automatically Re-Open tickets when a customer replies to a Closed or Resolved ticket: This condition affects all the statuses under the 'Done' Category.