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CRM Ticket View in 1Stream
This article will provide an overview of the Tickets tab from a Contact in 1Stream once a CRM is connected.
1Stream Level Feature Notice
This feature is available for only Core level 1Stream users and up. If you would like this feature to be available, then please reach out to your bvoip Sales Representative to upgrade user licensing.
1Stream Ticket Viewership
When a CRM is connected into 1Stream it can be used to create, view and edit tickets from the connected CRM. Below, learn about the options available for viewing tickets from a connected CRM.
Screenshot Doesn't Look Identical?
The below screenshots are specific to if ConnectWise is the connected CRM in 1Stream. If another CRM is connected, the tab titles and/or positions may differ.
Tickets Tab Overview
Clicking on the Tickets tab from a Contact Details page provides a list of all the open tickets for this company in the connected CRM.
Searchable Textbox
The searching textbox allows for users to search the tickets based off of a desired keyword or phrase.
Show Only Contacts
The Show Only Contacts checkbox will filter the tickets to only display that specific Contact's open tickets. By default, tickets will show for the company associated with the contact.
Include Completed
The Include Completed checkbox will filter the tickets to include all open and closed/completed tickets from the CRM.
Status Filter
The status filter drop-down will sort out the tickets shown by the filter selected. This drop-down will reflect all ticket statuses available for the tickets shown.