Ticketing Templates

Modified on Wed, Aug 6 at 2:58 PM

You can find this module at the Global and Company levels.

Ticketing Templates are used to customize the appearance of tickets by overriding the default template. This includes the ticket subject line and body details. The template applies for any ticket created either manually or automatically through supported PSA-Integrations

There is no way to edit the default ticket template used by ConnectSecure.

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Table of Contents
Ticketing Templates - Details
- Add
- Edit
- Delete
Ticketing Templates - Toolbar Options
- Alerts
- Info
- Help Link
- Layout Settings
Get Support

Ticketing Templates - Details

Access the Ticketing Templates from the Settings category.

From the table view, you can Add, Edit, or Delete the templates.

If no template is found for a matching Event Set, the default ticket template will be used.

Add

Tap on the Add button

Complete the required fields which include the Template Name, Companies, Integrations, and Event Details.

Select the Event Type

Then select the Event Sub-Type

Event Sub Types will change based on the selected Event Type

Confirm the default values for the Title

Scroll below to confirm the Header, Body, and Footer details

Tap the Save button once completed

Edit

Tap on the three-dot Action menu next to any template record to edit.

Delete

Tap on the three-dot Action menu next to any template record to delete.

Tap Yes on the delete confirmation to finish.

Ticketing Templates - Toolbar Options

Alerts

View our timeline style of System Events captured for each company. You can set an optional date filter range to target a specific date range of events.

Info

Tap here to view your V4 Getting Started Info.

https://cybercns.atlassian.net/wiki/x/MIDKfw

Help Link

Click to access the related documentation page; this link is functional on all screens and will take you to the appropriate documentation page.

Layout Settings

Here, you can change the UI look and feel using various options, including the Theme for color, the Scheme for dark and light mode, the Layout for toolbar and module positions, and the toggle to set the table view default.

I prefer the Teal color, Light mode, and Classic layout with an asset table view.