3 min readUpdated July 2026

Create and follow a support ticket

Give support enough context to investigate quickly.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Support and create a ticket.
  2. Describe the expected result and what happened instead.
  3. Include the relevant job, client or record identifier.
  4. Add safe screenshots or timestamps without sharing passwords.
  5. Follow updates in the same ticket until resolved.

Good practice

One issue per ticket produces a clearer investigation trail.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.