×

Bulk Actions on Tickets

 
Perform a specific action on one or more tickets, Consumer Users or Staff Members and Agents accounts using bulk actions. Standard bulk actions include: Close, Delete, add to Watch List and Link Tickets.
 
Depending on the users privileges and subscription not all features and options may be available.
 
Bulk Actions on Tickets
1

Ticket Selection Checkbox

1. Ticket Selection Checkbox
To perform a bulk action you select one or more tickets in the ticket grid list by clicking on the ticket selection checkbox to select multiple tickets.
 

 
Then select the bulk action that you want to perform on the selected tickets from the Action Toolbar at the bottom of the ticket list. You will be prompted for additional information required to complete the bulk action if required.
 
Bulk Actions on Tickets
1

Bulk To-Do List

1. Bulk To-Do List
Depending on the current subscription, the To-Do button allows a user to add or remove one or more selected tickets to the assigned users To-Do List.  Requires that a ticket has a staff member or agent assigned in order for a ticke to be added to a staff member or agent's task list.
2

Bulk Watch List

2. Bulk Watch List
Depending on the current subscription, subscription the Watch List button allows a user to add or remove one or more selected tickets to or from a users watch list.
3

Bulk Assign

3. Bulk Assign
Depending on the subscription level the Bulk Assign button allows a user to assign a staff member or agent to one or more selected tickets.
4

Bulk Close

4. Bulk Close
Depending on on the current subscription, the Close button allows a user to Close one or more selected tickets.
5

Bulk Delete

5. Bulk Delete
Depending on on the current subscription, the Delete button allows a user to Delete one or more selected tickets. Tickets that are deleted are not visible unless the Filter and Search Panel "Show deleted tickets" checkbox is check. Deleted tickets are permanently removed 30 days after they are deleted. restore deleted records including tickets, customers, staff, companies, product or groups see the help section on Restore Deleted Records.
6

Supplemental Menu

6. Supplemental Menu
Depending on on the current subscription, the supplemental menu allows you to perform additional bulk actions on one or more selected tickets.
Bulk Actions on Tickets
1

Link Tickets

1. Link Tickets
Select linked tickets menu option to create a relationship between multiple selected tickets. To find out more about linked tickets refer to the Linked Tickets help section.