4. Search & create tickets

Search and create tickets is an entry point to manually create tickets and customer, but also to have a visibility of the existing tickets for a customer or for an order.

1. Quick create customer

Quick create customer :

In CRM -> Search & Create ticket, on the top left you can see a button “Quick create customer”.

This form give you the ability to quickly create a customer, with the minimum information necessary.


This page is very useful if you receive phone calls from customers. You can quickly identity if they have an account, if some tickets exists for them.

If it’s a new customer, you can create very quickly a new account for him. Once it’s created, it will automatically select this account in the grid below and you will be able to create a ticket fro this customer, for example : to take notes of the the phone call’s details.