1. Click Create and the ticket will appear
...
Task - This is the default and should be selected when the request does not fit into the below
Doc - This should be selected for all document requests
Onboarding - This should be selected for all onboarding requests
Config Finance - This should be selected for all configured financing
Resolution - This should be used to file a ticket where a configuration error is being resolved. See here for more info.
Summary -
...
When creating CS tickets in general, try to include a clear action/configuration that is needed in the summary.It is also important to include the Finance Product (EverOwn, EverFix Direct Pay, etc.) that is being configured or is causing an issue.
...