Create custom forms to document, approve, modify, or reject ticket submissions for members’ requests for architectural changes, maintenance, and other matters that require administrative oversight. Include comments to members and remarks that only administrators can see, file attachments, and more. Lock submissions during modification requests and after final determinations to approve or reject.
Once you create a custom form to obtain information from members as they enroll or at specific points in their activity, create a Forms page on your website and add the form to it so members can see and respond to it. To learn how to create a new custom form, see the “Create a … Read more
To build a ticket, start with the form that contains its input fields. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, click on the “+Add New Ticketing Form” button. To learn how to create … Read more
To learn how to add a page to your website, see the “Add a Page” section of the “Site Setup – Pages, Templates & Menus” instructions. As you follow these instructions, select “Forms” from the “Page Template” dropdown menu in Step 4.
After you create a ticket, you can add to or change its interactive features. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, locate your ticket in the list. Click on the “Edit” icon (blue … Read more
Deactivated tickets become invisible and inaccessible to members and the public. Only administrators can access them, and only through the “Tickets” feature of the Admin dashboard. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, … Read more
Once a ticket receives submissions from members who enter request data into it on your website, download the data from the “TICKETS” window. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window that opens, locate your ticket … Read more
Once you post a ticket to your website and members begin to submit requests, you need to review these submissions and approve or reject them, or request modifications to meet your organization’s standards. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” … Read more
Search for specific tickets—or specific responses to those tickets—directly through the “Tickets” window and the window that displays an individual ticket response. To search for a specific ticket: Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Ticketing System” tab. In the “Tickets” window … Read more
