Welcome to Gridlex Help

Welcome to our comprehensive guide on updating a ticket in Gridlex Zip.

Gridlex Zip incorporates a ticket updating feature to facilitate the systematic management of customer interactions. This feature is crucial for maintaining accuracy due to the continuous influx of customer requests and information updates. 

This tutorial will walk users through the process of updating tickets.

Step 1: Log in to the Gridlex App Suite and click ‘Tickets’ under the Zip section.

Step 2: Select the ticket that you want to update.

You can scroll down on the ticket information page to edit Ticket Associations, such as Associated Counterparties, Associated Organizations, and Associated Contacts (See below)

Associating or Disassociating Counterparties:

Step 3: Enter the organization details you want to search.

Step 4: Click the ‘Search’ button

Step 5: Click the ‘Associate’ button under the action column to associate the ticket with the corresponding organization.

Step 6: You’ll see that the organization is currently associated with the ticket. Click the ‘Disassociate’ button under the Action column to disassociate it.

You can also modify your search criteria in the dropdown menu on the left side of the ‘Search’ button. Doing this allows you to search for native fields such as Organization ID, Organization Name, All Addresses, and Organization Information such as Network ID and Organization Type and associate it to the ticket.

To demonstrate, we’ll be using the ‘All Addresses’ criteria. (See below steps)

Step 7: Click the dropdown menu on the left side of the ‘Search’ button, and select ‘All Addresses’

Step 8: Enter the keyword and click ‘Search’

Step 9: You’ll see that the address that has the keyword you entered will be shown in the search results. Click the ‘Associate’ button to associate that organization with the ticket.

To see the list of all organizations saved in Gridlex Zip, leave the search bar blank and click ‘Search.’

The result will now show all the organizations saved in Gridlex Zip.

The same steps apply to manually associating organizations and contacts to the ticket. (See below)

You can search for the organization and click the ‘Associate’ button.

To disassociate, click the ‘Disassociate’ button.

You can search for the contact and click the ‘Associate’ button.

To disassociate, click the ‘Disassociate’ button.

Step 10: To edit Ticket Standard Information, scroll to the top of the screen and click ‘Edit’ on the right side of the screen.

Congratulations! You have now learned how to update a ticket in Gridlex Zip.