CRM

SSpiteri
Member

Tickets Should be Split from Emails in Records

SOLVE

Tickets should have its own 'view' in the below tabs in Contact and Company Records. 

Emails tab is flooded between communications from Marketing, Sales etc. Support/Help Desk tickets should have it's own independent record. 

Current ViewCurrent View

1 Accepted solution
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Tickets Should be Split from Emails in Records

SOLVE

Hey @SSpiteri 

you can see tickets in the right column as associations 

and you can also have custom cards in the middle column with the ticket information that you need to see

for example Ticket conversations.

Emails is just the general tab for those type of activities.

You can also try out what Gaurauv is showing you

to see if this solves your need.

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Tickets Should be Split from Emails in Records

SOLVE

Hey @SSpiteri 

you can see tickets in the right column as associations 

and you can also have custom cards in the middle column with the ticket information that you need to see

for example Ticket conversations.

Emails is just the general tab for those type of activities.

You can also try out what Gaurauv is showing you

to see if this solves your need.

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
Gaurav_Aggarwal
Key Advisor

Tickets Should be Split from Emails in Records

SOLVE

Hey @SSpiteri 

 

The dashboard you have shown in the screenshot shows the contacts or Company activities if you want to view all the ticket activities associated with the contact and companies you can simply filter the activities and select the checkbox to show ticket activities : 

Gaurav_Aggarwal_0-1722417240401.png

 

Yes, you can create a custom view for tickets separate from emails in Contact and Company Records. Follow these steps to create a custom ticket view in HubSpot: https://knowledge.hubspot.com/help-desk/organize-teams-and-views-in-help-desk 

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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