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Ticket Functionality

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  • Getting Started for Advisors
  • Getting Started for Managers
  • Ticket Functionality
    Basic Ticket Functionality Advanced Ticket Functionality
  • Contact Management
  • Insights
  • Manage Team Settings
    Team Settings VoiceHub Settings Chat Settings EmailHub Settings WhatsApp
  • Manage Company Settings
  • Admin Page Settings
  • Integrations
  • Mobile App Functionality
  • Best Practices
  • Troubleshooting
  • FAQ's
+ More

Basic Ticket Functionality

  • Create A New Ticket
  • Customer Ticket History
  • Tracking Time in ExpertConnect
  • Viewing & Editing Tickets on the Web Dashboard
  • Ticket Tags
  • Private Notes & Attachments Within a Ticket
  • How to Watch a Ticket
  • Merge Tickets
  • Share a Ticket with Others via Share Ticket URL
  • Live Call Transfer
  • Attaching Media to a Ticket (photo, video, pdf)
  • Approvals
  • Request a Photo/Video from your Customer
  • Live Video Calling
  • Automated Note-Taking in ExpertConnect
  • Job Codes
  • Closing & Archiving Tickets
  • Ticket Priority
  • Global Ticket Search
  • Why Clients Might Not Receive WhatsApp Messages from ExpertConnect
  • How to Update the Communication Team in a ticket

Advanced Ticket Functionality

  • CCMS Integration
  • EmailHub in ExpertConnect
  • Convert Tickets to Draft Work Orders in Service Delivery
  • Remote Display Access (RDA) in ExpertConnect
  • Requesting Mobile Payments from Customers
  • Pay with John Deere Financial Multi-Use Account
  • JDLink Integration
  • Troubleshoot Finding JD Link Customer Organization in ExpertConnect
  • Sending Automated Work Order Status Messages
  • Call Recording & Transcripts
  • Dealership Support View

Popular Articles

  1. Insights Dashboard
  2. Ring Last Advisor
  3. Create A New Ticket
  4. Create a Call Tree
  5. Customer Ticket History
  6. Answering Phone Calls
  7. Customer Ticket History Access Level
  8. Convert Tickets to Draft Work Orders in Service Delivery
  9. Create and Manage Teams
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