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Create a support ticket

Goal

Open a new customer support ticket in status Open.

Who it is for

Users with support.manage.

Preconditions

  • Module support on; at least one department and a usable priority (or a Default priority under Support setup → Options).
  • A customer party exists (or you can create one from the customer lookup).
  • If Options has Require SLA hours on every priority, the chosen priority must have SLA (hours) set.

Steps

  1. Open Support → Tickets → New ticket (modal form).
  2. Select Customer (required).
  3. Optionally set Contact and Project for that customer (lists load from CRM contacts / PM projects for the party).
  4. Select Department (required) and Priority (required unless a tenant default fills it).
  5. Optionally select Service, Assignee, and enter Subject (required, max 255 characters).
  6. Save. Status on create is always Open (the create form status control does not override this). Assignment follows the ticket assignee you picked, otherwise the Options Assignment policy (Leave unassigned / Assign to creator / Default assignee).
  7. SLA due time is calculated from Options (Default SLA (hours) and/or priority hours when Prefer priority SLA hours when set).

Result

The ticket appears on the list as Open. Next: reply, assign, or close.

Hard stops

  • Missing priority and no default → A support priority is required (or set a default in Support setup).
  • Priority without SLA hours while Require SLA hours on every priority is on → priority SLA required error.
  • Unknown or mismatched contact/project/department/service → 422 domain errors.

BlueMatrix Help — product documentation for tenants