Create support ticket

An Admin or Support Agent creates a new support ticket linked to a customer contact.

When this happens: You click New Ticket from the Support module or from a Contact/Company detail page.

Step by step

1
Click New Ticket.
EasyCRM shows the Create Ticket form: Subject (required), Description (required, rich text), Contact (required lookup), Company (auto-populated from Contact), Priority (required dropdown: Low, Medium, High, Critical), Category (optional dropdown), Assigned Agent (optional, must be SA or ADM role), and custom fields.
2
Fill in Subject and Description. Selects a Contact.
Auto-populates Company from the selected Contact's Company.
3
Sets Priority. Optionally selects Category and Assigned Agent.
4
Click Save.
EasyCRM checks: Subject 1–255 chars; Description ≤ 10,000 chars; Contact is valid; Priority selected; required custom fields populated. EasyCRM creates the Ticket. Ticket Number: TKT-YYMMDD-NNN (sequential daily). Status = Open If Assigned Agent is set — sends notification: Ticket [TKT-Number] has been assigned to you If no agent assigned — ticket appears in Unassigned Queue. EasyCRM takes you to Ticket detail page. Toast: Ticket [TKT-Number] created.

Click Create Ticket on a Contact detail page. Contact field is pre-filled and read-only. Company auto-populated. Flow continues from step 5.

Sets Assigned Agent to themselves during creation. Status auto-transitions from Open to In Progress upon save.

If selected Contact does not exist or has been deleted. EasyCRM shows: The selected contact is no longer valid. Please select a different contact

Your role does not have Ticket create permission. New Ticket button is hidden. API — a permission error.

If selected Assigned Agent does not have SA or ADM role. EasyCRM shows: Tickets can only be assigned to support agents