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Create a Ticket (Inbound Calls) 

This process applies to inbound calls only and is different from simply creating a new ticket.

  1. From the Contact record, navigate to the Tickets section on the right-hand panel to create a new ticket.
  2. Complete all required properties. In the Ticket Name field, use a single character (e.g., #1).
  3. Ensure the booking number is accurately linked in both the Associated Bookings and Bookings sections.
  4. Ticket will be created and ticket name will be updated to Guest Name - Booking Number - Ticket Type
  5. Before documenting ticket, select under 'View in Help Desk' to either note or email from that ticket.