Duplicate or Copy a Ticket
Learn how to create a copy of a ticket for a different customer, and how to copy the contents of a ticket to the clipboard
Introduction
In Giva, duplicating or copying a ticket is a convenient feature that allows you to create an exact copy of a ticket for a different customer or to copy a ticket’s contents for use in other applications.
Duplicating a Ticket for a Different Customer
Accessing the Duplicate Ticket Feature
- Locating the Option: To start duplicating a ticket, find the "Actions" section located on the lower right side of the ticket you are viewing.
- Using Duplicate Ticket: Click on the "Duplicate Ticket" link. This action initiates the process of creating a copy of the ticket.
Creating the New Ticket Copy
- Searching for a New Customer: After clicking "Duplicate Ticket," you will need to search for the customer for whom the new ticket is intended.
- Selecting the Customer: Click on the desired person's name. This action will create and display a new ticket copy, which is an exact duplicate of the original ticket but for the new customer.
Copying a Ticket's Contents to Clipboard
- Accessing Copy Option: In the same "Actions" section, find and click the "Copy ticket to clipboard" option.
- Using the Copied Information: Once clicked, the information from the ticket is copied to your clipboard. You can then paste this information into an email, a document, or any other relevant application.