Tickets & Conversations

DNeal32
Participant

Creating ticket in full screen view, from any screen

SOLVE

We can only create a ticket and have it automatically open into full screen view in CRM > Tickets. 

 

Is there a keyboard shortcut available to create a ticket from this screen? We have high volume users who want to be able to create a ticket, and have it open immediately in full view at any time, regardless of if they are looking at Companies, Contacts etc. 

0 Upvotes
1 Accepted solution
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Creating ticket in full screen view, from any screen

SOLVE

Hey there @DNeal32 and welcome to the Community! 

 

When you say reps want to create and view a ticket wherever they are, could you be talking about a screen like the Contact record? On the right panel, you can customize where the associated object are, and create a ticket right there. Here's a screenshot: 

Screenshot 2024-04-19 at 8.39.53 AM.png

 

When you create a Ticket there, it does open full screen in the Ticket record. It's not a keyboard shortcut, but no matter which Object Record they're in, they could create it with one click. 

 

Hope that helps. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

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6 Replies 6
danmoyle
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Creating ticket in full screen view, from any screen

SOLVE

Hey there @DNeal32 and welcome to the Community! 

 

When you say reps want to create and view a ticket wherever they are, could you be talking about a screen like the Contact record? On the right panel, you can customize where the associated object are, and create a ticket right there. Here's a screenshot: 

Screenshot 2024-04-19 at 8.39.53 AM.png

 

When you create a Ticket there, it does open full screen in the Ticket record. It's not a keyboard shortcut, but no matter which Object Record they're in, they could create it with one click. 

 

Hope that helps. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
DNeal32
Participant

Creating ticket in full screen view, from any screen

SOLVE

Thanks Dan, that was pretty much what I was getting at!

0 Upvotes
BérangèreL
Community Manager
Community Manager

Creating ticket in full screen view, from any screen

SOLVE

Hi @DNeal32,

Thank you for asking the Community!

I'd like to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @SNigam and @Shadab_Khan do you have suggestions to help @DNeal32, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot and have a great day!

Best,
Bérangère


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SNigam
Key Advisor

Creating ticket in full screen view, from any screen

SOLVE

Unfortunately those types of shortcuts are not there in hubpsot. 

 

But for creating too many tickets very fast you can use import feature so in this what you can do is create a excel sheet with columns having names of ticket properties and here you can ask users to add entries in this sheet and at last you can import this sheet so it will create all ticket in once. 

 

I hope this will helps. And yes this can be good feature and might be hubspot team think to develop these kind of shortcuts for these cases. 

 

Thank you 

Shubham Nigam

DNeal32
Participant

Creating ticket in full screen view, from any screen

SOLVE

That's fantastic - really glad to know that, as we manage a lot of upgrades and they are all the same. 

Is there a user guide for that somewhere please?

Thanks in advance, Danni

0 Upvotes
BérangèreL
Community Manager
Community Manager

Creating ticket in full screen view, from any screen

SOLVE

Hi @DNeal32, I hope that you are well!

Is this what you were looking for? "Customize the right sidebar of records"

Thank you so much @danmoyle and @SNigam for your help!

Have a lovely day!

Best,
Bérangère


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