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Contact subscriptions, assignments and tickets

Controls and availability depend on permissions, plan and version.
Illustration of Contact subscriptions, assignments and tickets
Example: Contact subscriptions, assignments and tickets.

Open the page

Contact conversation → More Sections → Subscriptions, Assignments or Tickets

Review subscriptions and assignments

  1. Subscriptions lists ID, Subscription Name, Created On, Started, Ending, Amount and Status, with an available row action. Review renewal and billing details on the source record.
  2. Assignments has status filters and cards with Scheduled, Assigned To, Booked By and Instructions; open the assignment reference for details.

Handle support tickets

  1. Tickets displays Ticket No., Date, Subject, Status and Handler. Select Create Ticket to open the helpdesk creation page for this contact, or open an existing ticket.
  2. Example: inspect a maintenance subscription before opening a support ticket for the same contact. Creating a ticket changes live data.

All contact workspace topics