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Getting Support: Submitting and Tracking Tickets

How to raise a support ticket, track its status, and get a reply.

What this is

A support ticket system built into the CRM itself — no separate help desk to log into. Raise an issue or question, track its status, and get replies, all in one place.

Why it's built in

Switching to a third-party ticketing tool just to ask a question about the CRM adds friction, and support conversations that live outside the product are easy to lose track of. Keeping tickets inside Allsorts CRM means the whole history stays attached to your account.

When to use it

Anytime something isn't working as expected, you're not sure how to do something the help articles don't cover, or you need to ask about your account, billing, or a feature request.

How to use it

  1. Go to Support in the sidebar.
  2. Click + New Ticket, give it a subject, pick a priority, and describe what's going on — the more detail, the faster it gets resolved.
  3. Track its status: Open (submitted, not yet picked up), In Progress (someone's replied and is working on it), Resolved, or Closed.
  4. Replying to a resolved or closed ticket automatically reopens it — no need to start a new one if the issue comes back.
  5. You'll get an in-app notification whenever there's a new reply on your ticket.
Getting Support: Submitting and Tracking Tickets | Allsorts CRM Help | Allsorts CRM