How to Raise a Ticket Using CRM?

The integration of our CRM with the platform provides users with the capability to create support tickets directly from the system, facilitating a faster resolution of issues. This enhancement streamlines communication and ensures prompt assistance.

To Raise a Ticket from the CRM, please follow the steps outlined below:

Login to the platform using your login credentials.
On the left navigation panel, locate and select the last icon labeled 'Support' at the bottom.
Navigate to CRM.

Click the Add ticket button.

Enter the Problem Overview, which will be the subject of your ticket.
Input Email address on which you require the response.
Provide the detailed Description of the ticket with images, screenshots, or video files that are available at your end.

Click on Submit.
You can check all your tickets in different categories from the below option.
You can review the responses associated with your tickets and provide replies by selecting the relevant ticket.
If you have difficulty raising a ticket from the customer portal, then directly send us an email at support@uffizio.com.

Please Note:

In the "My Tickets" section, you will have visibility into the tickets that are raised by you.
In the "Tickets to Me" section, you will have visibility into the tickets submitted by your subordinate users. For example, when a company user submits a ticket, it will be assigned to their parent user, who is the reseller. The reseller will then have the ability to view that ticket in the "Tickets to Me" section.
In the "Others" section, you will be able to see all the other tickets.