Reneva
Open Ticket, the portal's first page: the list on the left, the conversation on the right. Each ticket concerns one client and stays available even when closed.
Frequently asked questions
Open, Closed or All filter the list; Search also finds words inside messages.
How do I open a ticket?
In Clients press New ticket on the client's row, or open it from their record. Write the Subject and Message, add attachments if needed and press Open the ticket.
What happens when a client opens a ticket?
You get an email and a bell notification; with the app installed, also a notification on your phone. The ticket shows at the top of the list with Unread, which disappears when you open the conversation.
How do I attach a file?
Use Attach or drag the files into the chat before sending: up to 10 per message, 5 MB each. Each of your attachments asks for a category; files also stay in the client's record, under Files.
How do I close a ticket?
Only you close a ticket, with Close ticket: it stays available and Reopen ticket resumes the exchange. If the client removes your access, their open tickets close and stay read-only.