Guides
Manage support tickets
Create a support ticket, add context, and follow replies.
A support ticket keeps the context of an access or operational problem in one record. Include the resource, time, observed error, and troubleshooting already attempted.
Prerequisites
Workspace access and a membership that can create support tickets are required.
Create a ticket
- Create a new ticket from Support.
- Choose a category and priority.
- Describe the resource, session time, and steps that produced the error.
- Add a safe screenshot or relevant record context.
- Submit the ticket and keep its number.
Follow
Keep replies on the same ticket; add information to the existing record instead of opening duplicates. The support flow updates the ticket state. See escalate a support ticket for priority versus escalation.
Result
The ticket appears in the support queue with its category and context; replies stay on the same record.