Every support ticket in Cornerspot comes with context. When a customer opens a ticket from the Members Portal, it's automatically linked to their CRM contact and account — so your team always knows exactly who they're helping and what else that customer has going on. This guide shows where that linkage lives and how to follow it.
How tickets connect to your CRM
A portal-opened ticket carries the signed-in customer's identity with it. From the ticket, you can jump straight to their contact record or their account — and the same ticket shows up in each of those places too.
1. Open a ticket from the inbox
From the left-hand menu, open Support Tickets and choose Ticket Inbox to reach your shared queue at /dashboard/support-hub/support, then click a ticket to open it.
2. See who the ticket belongs to
On the right of the ticket, the Customer sidebar shows the requester's name, email, and status — all pulled automatically from their portal login. Because the ticket is linked to their CRM contact and account, you get full context without any extra lookup.
3. Open the customer's contact record
Click Open contact record in the sidebar to jump straight to that customer's CRM profile. (Right next to it, Open account takes you to their company's account.)
4. Review every ticket on the contact
You land directly on the contact's Support Tickets tab, which lists every ticket that customer has raised — so you can see their full support history at a glance.
5. Roll it up at the account level
The customer's account has a Support Tickets tab too. It rolls up every ticket from everyone at that company, which is ideal when several people from the same account reach out.
Good to know
- Automatic linking: Tickets opened from the Members Portal are linked to the signed-in customer's contact and account at creation — no manual step.
- Two quick links: The ticket sidebar's Open contact record opens the contact on its Support tab; Open account opens the company's account.
- History in both places: The same ticket appears on the contact's Support Tickets tab and rolls up on the account's Support Tickets tab.
- Chat-origin tickets: A ticket created from Live Chat carries the visitor along instead of a portal contact, so its context comes from the chat conversation.
Why the linkage matters
- Open every ticket with full customer context — no back-and-forth to figure out who's writing.
- Spot patterns fast by seeing a contact's or account's whole support history in one tab.
- Keep follow-up and reporting tied to the right customer and company automatically.