After clicking the CRM button in the main customer menu, the CRM module opens and automatically starts searching for new tickets. A short example video is provided at the end of this section.

The "New" tab is automatically selected at startup and displays the currently available new customer tickets. Clicking on the "Open" tab will directly search for tickets that are already in progress or were in progress but are currently not completed. The "Done" tab displays already completed tickets.

In all tabs, the tickets are displayed sorted by ticket number. The "New" and "Open" tabs sort tickets in ascending order, so the oldest ticket is always at the top of the list. The "Done" tab sorts tickets in descending order, so the most recent ticket is at the top of the list.

Each page shows 10 tickets directly in the list. If there are more tickets in a tab (e.g., the "Done" tab), you can scroll down to navigate through the tickets. At the end of each page, the next set of tickets is automatically loaded.

Additionally, each tab includes a search field that can be used to search by ticket number, email address (or parts of the email address), or keywords in the text content of the ticket request. Please note that all searches must be conducted using lowercase letters.

For example, searching for "[email protected]" will yield no results, whereas searching for "[email protected]" will provide the desired result.

When you click the filter settings button in the search field, a popup will appear allowing you to filter the tickets displayed by categories or by due date.