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Making Ticket Form Snapshots Default
This article will provide a walkthrough on how 1Stream Admin users can make snapshots set to a default.
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.
What is a Ticket Form Snapshot?
A ticket form snapshot is also referred to as a ticket template. These templates make it easier for end users to be able to create tickets without being concerned if they chose the correct ticket boards.
Once a ticket form snapshot is created by an end user, it is available for the entire organization to use. Only an administrator will be able to choose if a ticket template needs to be a default template for new and editing tickets in addition to removing ticket snapshots that do not correctly serve the company.
Who Can Create a Snapshot?
New ticket form snapshots can only be created in the 1Stream Client, not in the 1Stream portal. Administrators can edit the boards and everything used to make a template in our Managing CRM Boards article.
Making Ticket Form Snapshots Default
The Ticket Form Snapshot section lists the snapshots for all of the customized ticket forms that have been created. It also provides the ability to select the default form for new and edited ticket forms.
- Log into the 1Stream Portal.
- Go to the Administration menu.
- Choose the Manage Organization option. The page will refresh.
- Scroll down to the Ticket Form Snapshots section.
- Click the radio button next to the desired snapshot to make it the default for new tickets or the default for editing tickets.