Disclaimer: We recently redesigned our Admin Area. Your store may look different than the one shown in this video, but most click paths were not affected.

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Transcript

CRM System classifications allow you to categorize ticket types within a department. For information on adding departments, see our video called "How to Create CRM System Departments".

To create classifications, go to Customers > CRM System > Ticket Classifications in your Admin Area and click Add. Enter the name of the classification, then assign it to one or more departments using the arrows. You can add several classifications quickly by choosing Save and Add New from the Save menu.

Now, if we view a ticket from the Orders department, we can see the classifications we just created. You can also show and modify the Ticket Classification value in the table view by selecting Customize Columns from the Settings drop-down and choosing Ticket Classification from the list.

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