Getting to Know Rezolve Ticketing 2.0 UI
In this guide, we will get a step by step guide on all of the below topics. We recommend that you use the table of contents on the downloaded document to jump directly to what you need help with.
Table of Contents
About ticketing 2.0 UI and its current status -> page 4
Accessing Ticketing 2.0 UI -> page 4
Ticketing Views -> page 4
Available Ticketing Views -> page 4
Switching between Views -> page 5
Customizing the Table View-> page 6
Customizing Inbox View Layout -> page 7
Collapsible Inbox panel -> page 7
Resize Inbox Panel -> page 7
Quick View Options -> page 8
Using Filters -> page 10
Creating a Filter -> page 10
Saving a Filter -> page 12
Running a Saved Filter -> page 13
Edit a Saved Filter-> page -> page 14
Delete a Saved Filter -> page 15
Using Sort Option -> page 16
To sort by a specific ticketing field -> page 16
To Reset the View to Default -> page 16
Understanding the meaning of the inbox Ticket Details -> page 17
Search for a Specific ticket -> page 18
Viewing an existing Ticket and Removing tickets from viewing PANE (Middle Panel) -> page 19
Get Direct Ticket URL/link -> page 20
Create a NEW TICKET -> page 21
Adding a watcher to a ticket -> page 23
Creating a Requester or Watcher Manually -> page 24
Create a Requester -> page 24
Create a Watcher -> page 24
Updating a ticket -> page 25
Updating Ticket Fields -> page 25
Add or Remove a Watcher -> page 25
Adding an Attachment -> page 26
Remove an Attachment -> page 26
Changing Status of a Ticket -> page 26
Adding a Note -> page 27
Quick Notes -> page 29
Creating a Quick Note for Team Usage-> page 29
Edit a Quick Note -> page 31
Delete a Quick Note -> page 32
Using a Quick Note in a Ticket -> page 33
Tagging Someone in a Note -> page 34
Including Ticket History in Notification Email -> page 35
Linking Tickets (Parent/Child ticket concept) -> page 36
Audit Trail (Ticket History) -> page 37
About History tab -> page 37
Reading the History tab -> page 37
More on Details of Change -> page 37
Viewing Chat Transcript in a ticket -> page 39
Bot Chat Transcript (Interactions with the Bot) -> page 39
Live Agent Chat Transcript (Interaction with Live Agent) -> page 39
Printing a Ticket -> page 40
Transferring a Ticket -> page 41
Understanding tickets created via email (Monitored Mailboxes) -> page42
Ticket maintaining the Email’s HTML format -> page 42
What happens with email replies? -> page 42
Right Side Panel -> page 43
Ability to calculate an agent's time spent on a ticket -> page44