CRM

Ticket settings

Set how quickly tickets should be answered, and give every new ticket an owner automatically.

Two settings keep your ticket queue moving: reply and resolution targets show everyone when a ticket needs an answer, and auto-assign gives each new ticket an owner straight away. Both are off until you turn them on, in Settings › CRM on the Tickets tab.

Set reply and resolution targets

  1. Open Settings › CRM and select the Tickets tab.
  2. Under Reply and resolution targets, turn on Track targets on new tickets.
  3. Set your Business hours: the working days, when you Open and Close, and the Time zone.
  4. Under Targets by priority, in business hours, set First reply within and Resolved within for each priority.
  5. Select Save.

Reply and resolution targets with business hours and targets per priority

You're done when new tickets show Reply by and a time in their header. After the first reply it changes to Resolve by. A passed target shows in red, such as Reply was due, and the assignee and ticket owner get one email.

Targets start with these suggestions, Monday to Friday, 9:00 AM to 5:00 PM:

PriorityFirst reply withinResolved within
Urgent1 hour8 hours
High4 hours24 hours
Medium8 hours48 hours
Low24 hours120 hours

Assign new tickets automatically

  1. Open Settings › CRM and select the Tickets tab.
  2. Under Assign new tickets, set New tickets go to to Whoever has the fewest open tickets.
  3. Under Choose from, tick the teammates who should get tickets.
  4. Select Save.

Assign new tickets with the fewest open tickets option and the people to choose from

You're done when a new ticket created with nobody assigned goes to the teammate in your group with the fewest open tickets, and they are notified. To stop, choose Nobody — leave unassigned and save.

Good to know

  • Only business hours count, and the clock keeps running while a ticket is Pending. Resolved and Closed stop it.
  • Targets apply to tickets created after you turn them on. Changing a ticket's priority recalculates them.
  • Auto-assign counts open tickets that aren't Resolved or Closed, skips inactive people, and never moves tickets that already have an owner.
  • If someone is away for a while, untick them so tickets go to the rest of the group.

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