How to change the contact person/supplier assigned to a ticket
In case you need to change the supplier contact person after they were already assigned to a ticket, follow the steps below. Please note that this can only be done if the status of the ticket is "Pending Supplier Confirmation."
Step 1: Access the Tickets dashboard.
Step 2: Click on the ticket you want to make changes to.
Step 3: On the right-hand side of the screen, within the tab "Details," click on "Change contacts."
Step 4: Within the pop-up, select an existing contact from the dropdown menu or create a new one; this is also where you can choose whether to send the work order to the new contacts.
Step 5: Save your changes.
Related Articles
What notifications does the supplier receive when assigned to a ticket?
A supplier receives notifications via email and within the Proprli platform. In this article, you will learn more about the supplier's experience when assigned to a ticket. If you want to know more about their experience when invited to participate ...
Ticket management
To access your company’s tickets, hover over the Dashboards option on the left-hand side and select Tickets. There are two tabs to facilitate management: the "My Tickets" tab takes into consideration the tickets for which you are the owner, while the ...
How can I change the ticket's details?
Property managers can update ticket's details such as the issue title, building, tenant information, and category. These updates ensure that all relevant parties, including the tenant and supplier, have accurate and up-to-date information about the ...
How to send reminders to suppliers via ticketing
Once a supplier is assigned to a ticket, a work order is created, and they are notified via email about it with a message similar to the one in the screenshot attached. If they are taking longer than expected to review and accept the work order, or ...
Create a new ticket
To create a ticket, follow the steps below. Step 1: Click on the New Ticket button on the top right-hand side of the screen. Step 2: A pop-up will appear, where you can select the building you want to create a report about, and click on Continue. ...