Move Actions


There will be times when an action note has been added to the wrong ticket, or needs to be broken out to a new ticket. Revelation helpdesk allows you to do both. This page will show you how to move actions to an existing ticket. To split the actions into a new ticket, click here. Configuration of this feature is set in the Admin area.

 

Note: You will only be able to move actual action notes. You will not be able to move System Actions.

  • Open the ticket with the action note to be moved
  • Check the notes which need to be moved
  • Use the drop-down menu from the Ticket Toolbar to select Merge into existing Ticket

 

  • Select the proper ticket from one of the tabs
    • User's Tickets
    • Other Tickets
    • Quick Search
  • Click Save

 

All moved Action Notes will move with their time.