When a new ticket is created with the customer's email, the customer is automatically assigned (email address and customer data, if available). If no customer master record exists for the provided email address, one is automatically created and assigned to the ticket.

If data related to items or orders is recognized during this email import, this information is also automatically assigned and displayed in the respective icon to the right of the assigned category in the ticket.

Screenshot with Assigned Item (Label Between Category and Customer Data)

Screenshot with Assigned Order (Shopping Bag Icon Next to Customer Data)

The customer icons—label, customer data, and shopping bag—are clickable and directly link to the customer menus: item data details, customer info details, and order overview details.

Video Overview

English

Screen Recording 2024-05-30 at 16.04.49.mov

Deutsch

https://www.loom.com/share/83e25620e082442098df424544824e41?sid=b82357bc-aac6-4680-9e8d-8c80bc73c260