Open Ticket from Admin Area


To open new ticket click on the sidebar menu item Support -> New Ticket

  • Select assignee. (Default is you and also you can set it to none)
  • Select customer
  • Select department
  • Select desired priority
  • Add ticket subject
  • Add ticket message
To and Email address is field automatically so that means that you can add from this fields. This fields are only used for preview.

What happens when the ticket is created?

When ticket is created the client will receive email that a new ticket is opened. The email content can be configured from the Email Templates area going to Setup -> Email Templates -> New Ticket Opened (Admin). This is the email template that will be send to client when ticket is opened from the admin area directly to the client.

If you have chosen to assign this ticket to another staff member, this staff member will receive notification that this ticket is assigned to them.

If the staff member you are assigning the ticket is no in this department where the ticket belongs and the option Setup -> Settings -> Tickets -> Allow staff to access only ticket that belongs to staff departments is checked then he wont be able to view the ticket.

Did you find this article useful?



  • Auto Close Tickets

    The system offers you the ability to auto close inactive tickets for a certain time. This option is located in Setup->Settings->Cron Job->Ti...

  • Setup Ticket Form

    Embeddable ticket form is a predefined form for tickets added in version 1.8.0 which you can add to your websites with an iframe and when a user submi...

  • Allow access to tickets to non-staff members

    By default access to tickets to none staff members will be disallowed. If you need want to allow access go to Setup->Settings->Tickets and set&...

  • Ticket Services

    Ticket services is a feature in Perfex CRM that allows your customer to select to what service/product this ticket is related when opening a new ticke...

  • Private staff notes

    To add private ticket note open the ticket and click on the Notes tab from on top.Ticket notes are only visible to staff members so they can collabora...