Operations Services - View the Work Status for Tickets Under a Company

1. Navigate to "Customers"

   You can easily view the Work Status of tickets under a company. To start, navigate to the "Customers" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Search for a company

   You can type to search for a company using the "Search" field.

   

4. Go into the details of the company

   Now, click the more details icon to go into the details of the company.

   

5. Click "More"

   Once you are on the Details page, click "More" to open additional options.

   

6. Select "Tickets"

   Select "Tickets" from the options.

   

7. Click the "Show/Hide Columns" icon

   Here, you can see all the tickets associated with the company. By default, the "Work Status" field is not visible on the grid. To make it appear, click the "Show/Hide Columns" icon.

   

8. Select "Work Status"

   Scroll down and select "Work Status".

   

9. "Work Status" column has been added to the grid

   Here, you will see the "Work Status" column has been added to the grid beside the Status column. You can quickly view the current work status of each ticket.

   

10. Go to the details page of the ticket

    Work Status can also be viewed on the details page of a ticket. Just click the more details icon on a ticket

    

11. "Work Status" shown in ticket details page

    You can view the Work Status here.