Managing Tickets
9 articles
How to assign a ticket to a teammate in CornerSpot
Route a ticket to the right person from the ticket detail page: open the ticket, click the assignee control (it reads “Unassigned”), and pick a teammate — or press “a” to open the menu.
How to update many tickets at once with bulk actions in CornerSpot
Act on several tickets at the same time from the inbox: select rows with the checkboxes, then use the bulk bar to change status, priority, or category, assign or unassign, and clear your selection.
How to categorize a ticket in CornerSpot
Tag a ticket from the ticket detail page: open the ticket, use the category dropdown to pick one of your team’s categories (or "No category"), and the change saves instantly.
How to change a ticket's status in CornerSpot
Move a ticket through its lifecycle from the ticket detail page: open the status control (shortcut “c”) and choose Open, Pending, Resolved, or Closed.
How support tickets connect to your CRM contacts and accounts in CornerSpot
See how a portal-opened ticket links to the customer’s CRM contact and account, and how to follow the sidebar links to their contact record and the account’s Support Tickets tab.
How to delete and permanently remove support tickets in CornerSpot
Clean up tickets you no longer need: an admin revokes (soft-deletes) a ticket to remove it from the queue while keeping it recoverable, then can permanently delete it for good — which cannot be undone.
How to find, filter, search, and sort tickets in the inbox in CornerSpot
Locate tickets fast in the shared inbox: search by subject, combine the Status, Priority, Category, and Assignee filters, sort by any column, and set the page size — CornerSpot remembers your view.
How to read a ticket and its conversation in CornerSpot
A guided tour of the ticket detail page: the header (number, subject, requester, account), the conversation timeline, and the details sidebar with the Ticket, Timeline, and Attachments sections.
How to set a ticket's priority in CornerSpot
Flag how urgent a ticket is from the ticket detail page: click the priority control and choose Low, Medium, or High (High appears in red). Priority is a simple, mutable label you can filter and sort the inbox by.
