• HELP CENTER

  • Getting Started
  • CRM
  • Deal Pipeline
  • Portfolio Company
  • Investee Company Portal
  • Investors
  • Investor Portal
  • Funds
  • Investee Fund Portal
  • Reports and Analytics
  • Deal Data Room
  • Help Desk
  • Document Management
  • Excel Add-in Integration
  • Email Integration
  • Implementation
  • Custom Settings
  • System Administration

Help Desk

  • Create Ticket
    • Quickly Create a Ticket
    • Help Desk
      • Add a Ticket
      • Edit a Ticket
      • Delete a Ticket
      • Duplicate a Ticket
    • Import from Excel
    • Export to Excel
    • Contacts
    • Organization
    • Investor
    • Fund
  • Ticket Summary
    • Contacts
      • Help Desk Information
      • Comments
    • Organization
      • Help Desk Information
      • Comments
    • Investor
      • Help Desk Information
      • Comments
    • Fund
      • Help Desk Information
      • Comments
  • Tasks
    • Task
    • Event
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • Ticket History
  • Email
Help Center /

Duplicate A Ticket

To duplicate a ticket in Record View, follow the below steps:

1. Click on Ticket.


2. The Help Desk Information window is displayed. Click on the Duplicate icon in the top left corner.


3. Update the details and click Save.