Juvaro Help Centre

Create a ticket

Raise a ticket on a customer's behalf from the New support ticket form.

  1. Click New ticket in the top bar or at the top right of the Helpdesk page.
  2. In the New support ticket form, fill in:
    • Subject (required), for example "Outlook not syncing for the marketing team".
    • Customer (required): click the field and pick a customer. You can search and sort.
    • Priority: Normal unless you change it.
    • Requester (optional): one of the customer's contacts, or Not in the list? Enter manually to type a name and email. A typed requester is saved on this ticket only and creates no contact.
    • CC (optional): people to copy on the ticket's mail. Pick contacts of the customer or type an address. A typed address is not made a contact. See Copy people on a ticket (CC).
    • Type: the default type is preselected. The type decides the flow.
    • Status: the starting status. Only open statuses on the type's flow are offered.
    • Category and Assignee (optional). Each technician shows how many open tickets they have.
    • Description: paste, drop or insert images as needed, or add a table with the Table button.
  3. Click Create ticket. The new ticket opens straight away.
PictureOnly Subject and Customer are required. The CC row works as on a ticket: pick contacts or type an address.
  • Changing the customer clears a requester you picked from the old customer's contacts. A typed requester stays.
  • The ticket opens with an Original request card at the top of its conversation, saying it was created by you on behalf of the requester.
  • Images: PNG, JPEG, GIF or WebP, at most 2.5 MB each and 20 per new ticket.
  • A ticket cannot start in a closed status.