TLC Resource Portal

Sales Admin Team ONLY- Merging Tickets

Merging duplicate tickets is important.  This will combined the full history of the original request for efficiency & better assisting of the customer. 


-Customer submits the same request 2 or more times.
-Customer submits a follow up request related to the original ticket request. 

Course of Action: You will merge the duplicate ticket into the original first ticket submitted


Example:


 Inbound Ticket Submitted:  650464





Duplicate Inbound Ticket : 650470








Step1: Top Tool Bar -> The duplicate ticket -> Click "Merge" Option




Box populates 

Step 2: 

-Contact Box -> Click dropdown & select "ID"


 


Step 3: In the search Bar : Enter the original Ticket Number 

-Original ticket now shows




 - Click the Green Circle with the "+"

-And Click "Continue" (In the dark blue box)








Screen Populates:

Step 4: Now Click "Merge"








Screen Populates

Original ticket now shows duplicate ticket is merged







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