Support Tickets
Short answer: Support Tickets keeps your firm’s support ticket records — investors see only their own.
Support Tickets keeps your firm’s support ticket records — investors see only their own.
- What’s recorded: Subject, Investor, Priority, Details, Resolution
- Steps: Open → In progress / Resolved; In progress → Resolved; Resolved → Closed / Open. The database only allows these moves.
- Investor emails go out when a record reaches: Resolved.
- Investors can create these from their portal.
- Investors can: Resolved → Open.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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