Hi there,
I’d like to give you all an update on Ticket functionality in the iOS app. You can view, edit and create Ticket records on iOS.
To navigate to a Ticket record, you can:
- Go to the Associations tab of a contact, company or deal. Existing associations to Tickets can be seen here and tapped to open the ticket record.
- Tap on a Ticket association from a Task.
- Tap on a link to a Ticket record in another app on your phone, such as email or Slack.
- Search for Tickets.
- Tap on a Ticket Association from a Note or Logged Activities.
- Tap on a Ticket from a Conversations thread.
On the Ticket record, you can:
- View the Activity timeline and create notes, tasks, and logged activities. The Timeline can be filtered to show only the Timeline cards that are of interest.
- View and edit associations to contacts, companies and deals.
- View and edit property values including status. If you set up “required properties” which must be filled out before moving a Ticket to a given status, this is reflected on mobile.
To create new Ticket records:
- Go to a contact, company or deal record
- Tap on “Add tickets”
- Tap on “Create new ticket”. The properties and requirements shown on the Ticket create form match the configuration you set up on web.
- Alternatively, you can create new Ticket records from a Conversations thread.
Please note these limitations that still exist:
- There’s no Ticket list/pipeline view in the iOS app. (There is on Android).
- Not all Timeline cards are available on mobile.
- There’s no way to navigate from a Ticket record to an associated Conversations thread.
Please take a look at the Knowledge Base article “Work with records in the HubSpot mobile app” for more information.