Customer portal guide

Version: 1.0.32

Customer portal guide

The customer portal helps visitors help themselves before opening a ticket.

Portal home
  • Submit ticket and My Tickets calls to action
  • Open and total ticket stats for signed in customers
  • Popular knowledge base articles when KB is on
  • Notification bell with unread count
Submit ticket
  • Department, type, priority, message, custom fields, attachments
  • CAPTCHA or Turnstile when enabled
  • Live knowledge base suggestions while typing (when KB on)
My Tickets
  • Search and filter by status and priority
  • Single ticket conversation, attachments, watchers, editable visible custom fields
  • Reply with draft autosave
  • Reopen and rate when allowed in Configuration
Guest paths
  • Submit as guest when Allow guest tickets is on
  • Email me a link for passwordless ticket list access
  • Find a ticket by number and email
  • Private ticket link from confirmation email still works