Ticketing Templates (Global)
- Ryan Seymour
Ticketing Templates - Table of Contents
Ticketing Templates - Overview
Ticketing Templates are used to customize the appearance of tickets by overriding the default look, including the ticket subject line and body details.
You can not access, edit, or change the default ticket template look and feel
Ticketing Templates - Details
ConnectWise integration does not support HTML formatting. Please use plain text only.
Please use Website Images in the Template.
In the Header and Footer description keys can not be added; you must use only what is provided.
From the table view, you can Add, Edit, or Delete the templates.
If no template is found for a matching Event Set, the default ticket template will be used.
Add
Tap on the Add button
Complete the required fields which include the Template Name, Companies, Integrations, and Event Details.
Select the Event Type
Then select the Event Sub-Type
Event Sub Types will change based on the selected Event Type
Confirm the default values for the Title
Scroll below to confirm the Header, Body, and Footer details
Tap the Save button once completed
Edit
Tap on the three-dot Action menu next to any template record to edit.
Delete
Tap on the three-dot Action menu next to any template record to delete.
Tap Yes on the delete confirmation to finish.
Ticketing Templates - Action Toolbar Overview
Standard Jobs, Alerts, Info, and Help Link sections are available:
Ticketing Templates - Action Toolbar Details
Jobs
View the details of jobs.
Alerts
Tap to view the timeline style of System Events with filtering options.
Info
Tap to view the Getting Started info; see the link below for additional information.
Need Support?
Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
https://cybercns.freshdesk.com/en/support/login