Efficient Ticket Management with Firm App

This document outlines the process of efficiently managing tickets in the Firm App. By following these steps, users can streamline their workflow, ensuring a more organized and user-friendly experience.

Step 1

We have updated the ticket system to enhance usability. The ticket information and action details have been relocated from the main body to the right side, allowing users to view them even while scrolling through the message thread. Additionally, we have refined the custom fields for a cleaner look.

Step 2

You can now enter edit mode easily by clicking on the edit option. Firm App will remember this mode for you to make necessary changes. Switching back to view mode is also simplified.

Step 3

Actions are now more accessible; click on them to view different actions without refreshing the entire page.

Step 4

Quickly access action information with the new "waiting on" field, which indicates who the action is waiting on.

Step 5

The left side is now dedicated entirely to the thread. You can pin the input at the bottom, allowing you to scroll through the thread while keeping the text input visible.

Step 6

The auto-scroll feature can be toggled on or off. When enabled, the page will automatically scroll to the bottom upon loading.

Step 7

Standardized buttons on the right allow for message editing, deletion, and toggling between public and private. Long email messages are truncated, with an option to "show more" for the full content.

Step 8

As always, you have the flexibility to change settings as needed.

Step 9

The first column on the left can be hidden for a more streamlined view. You can also resize the column on the right. For deleted or merged tickets, a deleted message will appear at the top of the screen.

Step 10

A restore button is now available, allowing you to bring a deleted ticket back to life, although it won't un-merge a ticket.