Skip to main content

​
Overview

In Z360, managing tickets, notes, and reminders directly from your inbox is quick and easy. This guide will show you how to add these elements while working in conversations. By efficiently using tickets, notes, and reminders, you can stay organized and ensure timely follow-ups with your contacts.

​
Adding Tickets, Notes, and Reminders in a conversation

​
1. Open a Conversation

To begin, open any conversation in your Inbox. You can start with an existing conversation or a new one.

​
2. Select Ticket, Note, or Reminder Option

Within the conversation window, you’ll find quick action buttons to Add Ticket, Add Note, or Add Reminder. These options allow you to link a ticket, note, or reminder to the conversation you’re working on.

​
Adding a Ticket

  1. Click on Add Ticket
    Click the Add Ticket option to create a new ticket related to the conversation. This option allows you to track customer issues, requests, or any tasks that need attention.
  2. Enter Ticket Details
    In the Title Field, enter the subject or title of the ticket. Add any necessary details or description to fully explain the issue or request.
  3. Create Ticket
    Once you’ve entered the details, click Create to save and link the ticket to the conversation. The ticket will now be tracked and associated with the conversation for future reference.

​
Adding a Reminder

  1. Choose Add Reminder
    If you want to set a reminder to follow up on the conversation later, click the Add Reminder button.
  2. Set Date, Time and Assignee
    Select a date and time when you’d like to be reminded to follow up. You can also assign a team member to the reminder for accountability.
  3. Save the Reminder
    After entering the details, click Create to save the reminder. It will be linked to the conversation, ensuring you don’t forget to follow up on the task.

​
Adding a Note

  1. Click on Add Note
    To add internal context or details about the conversation, click Add Note. Notes are private and only visible to your team.
  2. Enter the Note Content
    Type the relevant information or update your team with internal details, such as the status of the issue or a next step.
  3. Save the Note
    After typing the note, click Save to store it with the conversation or ticket. This helps keep important information linked to the conversation.

​
Adding Tickets, Notes, and Reminders While Starting a New Conversation

You can also add tickets, notes, and reminders when starting a new conversation:
  1. Start New Conversation
    Begin by opening a new conversation. As soon as you initiate the conversation, you’ll have the option to Add Ticket, Add Note, or Add Reminder immediately.
  2. Select Ticket, Note, or Reminder
    Choose whether you want to create a ticket, add a note, or set a reminder right from the start. This ensures everything is organized from the very beginning of the conversation.
  3. Continue the Conversation
    Once you’ve added the necessary elements, continue the conversation as usual. All your tasks and communications will be tracked and linked to the conversation.

​
Tips

  • Use Tickets for Tracking: Use tickets to track issues and requests that require action or follow-up. This ensures nothing falls through the cracks.
  • Set Reminders for Timely Follow-ups: Reminders help ensure that important tasks don’t slip through the cracks. Set them for future actions like follow-up calls, emails, or tasks.
  • Add Notes for Team Collaboration: Notes are great for internal communication. Use them to keep your team updated on conversations or to add context for future interactions.
  • Organize Conversations: Use tags, tickets, notes, and reminders together to keep your conversations organized and ensure all important actions are tracked.