Working tickets
Sort, answer and resolve tickets with your team.
4 articles
Views, statuses and assigning
The ticket list is split into views, so everyone can see what needs an owner, what's theirs and what's waiting on a customer. View What's in it Unassigned Open and pending tickets nobody owns yet…
Replies, internal notes and saved replies
The composer at the bottom of a ticket does two jobs: replying to the customer and leaving notes for your team. Press R, or select Reply, and write your answer. The line under the box shows which…
Keyboard shortcuts
Bancroft is built to be worked from the keyboard. Press? at any time to see every shortcut. Shortcuts work whenever you aren't typing in a field. On Windows and Linux, use Ctrl wherever you see ⌘…
Practice with test data
Test data is a separate queue for trying things out. Use it to learn the keyboard shortcuts, show a new teammate around, or check an integration before it touches real customers. Turn on Test data at…
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