When creating a ticket you want to click the upper right-hand corner
" New " button (Pictured Above) and select"New Ticket"
You'll then be prompted to fill out the following:
* Contact - Always assign this to yourself, as you are the one creating the ticket
* Subject - Always include Client's Company Name, Client Code and Concern
i.e- Website Man Printing WM - Please follow up with AJ
* Type - "Gather Job Details" (most frequently used) or select appropriate category depending on the subject matter
* Status - Will always be "Open" until the issue is resolved.
When waiting on a customer to respond to an email, you can select "Waiting on Customer" until they've responded.
*Priority - Will always be "High" When dealing with a client, as we want to give our attention to a potential project or project in production. You can also select "Low" or "Medium" depending on the subject matter, turn over time, etc.
*Assign to - This is where you'll delegate the ticket to the appropriate person depending on the subject matter
David - Billing / Purchasing / Ordering
*Human Resources
Tiffany - Sales / Customer Service
*Only assign unique sales request or quotes outside of WM's Catalog to Tiffany
Daniel - Sales / Management/ Design
*Takes all walk ins
Kelsey - Sales / Customer Service
*Send quote requests to Kelsey
JC - Design / Web Development
*Anytime a customer requests a "Proof" Ticket JC the details of the proof request
Chadd - Production Manager
*Silk Screen issues
Caytie - Production Assistant / Shipping & Fufillment
*Shipping Issues / (Most) TLE Calls
Manny - Shipping & Fulfillment
Jonathan - Production / Large Format/ Signage/ Final Banners
*Description - Details about the client's request.
Include Client Name, Company Name, Client Code, Phone Number, Email Address, Project Description or link to the current project they are inquiring about.