Ticket Creation & Form Integration in CRMLeaf
What is a Ticket?
In CRM Leaf, a Ticket refers to a recorded support or service request initiated by a client, employee, or system user. Tickets serve as a centralized method to:
- Capture and track issues or queries
- Assign tasks to appropriate agents or departments
- Ensure prompt and structured resolution
- Maintain a complete history of service interactions
How to Create a Ticket
To manually log a support request:
- Go to:
Work > Tickets > Create Ticket - Fill in the following fields:Ticket Details
| Field | Description |
| Requester | Select the person who is raising the ticket (client or employee). |
| Requester Name | Full name of the person (required). |
| Client / Employee | Indicate whether the requester is an external client or internal staff. |
| Assign Group | Department or support group responsible for addressing the issue. |
| Agent | (Optional) Assign a specific team member to handle the ticket. |
| Project | (Optional) Link the ticket to a related project, if applicable. |
| Type | Define the nature of the ticket: Bug, Query, Feature Request, etc. |
| Ticket Subject | A short, clear title that summarizes the issue. |
| Description | Detailed explanation of the problem or request. |
| Upload File | Attach any screenshots, documents, or logs for context. |
Other Configuration Options
| Field | Description |
| Priority | Set urgency: Low, Medium, High, Urgent. |
| Channel Name | Source of the ticket (e.g., Email, Call, Web Form). |
| Tags | Add searchable keywords to help with filtering and tracking. |
Ticket Form Integration (For Client-Facing Use)
CRM Leaf offers an Embeddable Ticket Form that can be integrated directly into your website. This provides a seamless way for external clients or visitors to submit support requests.
Key Features:
- Fields include: Name, Email, Subject, Description, Type, Priority, Assign Group
- Customize width and height for a responsive form fit
- Preview the form before embedding
- Easy-to-copy HTML code for direct site integration
This web-based form ensures that tickets are entered directly into the CRM system, minimizing manual data entry and ensuring structured intake.