Customer Portal - Use the Editor Toolbar in Ticket Description

1. Navigate to "Tickets"

   To use the text editing tools for ticket descriptions and comments, log in to your customer's portal and navigate to "Tickets."

   

2. Search for the ticket

   To find a ticket, use the search bar or column filters. Type a keyword to narrow the list, then open the ticket details.

   

3. Click the more details icon

   Click the more details icon to open the ticket details.

   

4. Key in the "Description" field

   On the "Details" tab, find the "Description" field with its editing toolbar above it. This toolbar has tools to format text, making it easier to read and highlight important details. Type your text in the "Description" field.

   

5. Apply formatting

   You can use the toolbar to add headings, change text styles, pick colors, or make lists.

   

6. Heading

   Headings make your text neat and easier to read, especially in long tickets. First, select the text you want to change. Then, click the menu and choose the heading size.

   

7. Text formatting

   Basic text formatting, like bold, italic, underlined or strikethrough, helps important words stand out so readers can quickly get the main ideas. To use them, select the text, then click the right icon in the toolbar.

   

8. Text color

   To change the text color, select the text then pick a color from the text color menu.

   

9. Bulleted list

   Bulleted lists make content clear and easy to read for lists, steps, or requirements. To turn any line in your "Description" field into a list, even an empty one, just place your cursor on the line and select the ordered or unordered bullet icon.

   

10. Nest list items

    Use "Tab" or "Shift+Tab" to create nested lists.

    

11. Code blocks

    Code formatting displays technical text in a code block. To use it, select the text, then click the code formatting icon.

    

12. Tables

    Tables can help you compare data easily. To add a table, click the "Table" icon.

    

13. Customize table

    Then, use the arrow icon to format your table, like adding or removing rows/columns and combining cells.

    

14. Clear formatting

    To remove all formatting, select the text and click the "Clear Format" icon. This makes the text plain again, saving time and keeping it consistent.