November 1

Merging duplicate tickets

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When a customer opens the same issue twice, merge the tickets so there is one conversation.

Steps

  1. Open the duplicate ticket on the Agent Dashboard.
  2. In the ticket controls above the conversation, type the number of the main ticket in "Merge this ticket into #:".
  3. Click "Merge".
  4. Your browser asks "Merge this ticket into #N? This cannot be undone." Confirm.
HelpDesk WP ticket controls with a ticket number entered in the Merge this ticket into field

Only agents with the "Change ticket status / priority / department / assignment" permission see the merge box.

What happens

  • Replies and internal notes are moved, not copied, from the duplicate to the main ticket. Watchers of the duplicate are added to the main ticket.
  • The duplicate stays, with the status Merged and a banner "This ticket was merged into ticket #N." Its reply form is hidden, and its own original message stays on the duplicate.
  • The main ticket gets a system note and an Activity entry saying which ticket was merged in. The duplicate itself is not given an entry.
  • Automatic status changes do not apply to the merged ticket.

A merge cannot be undone

There is no un-merge, so check the number before you confirm. If a customer needs a separate conversation again, create a new ticket for them. See "Creating a ticket on behalf of a customer".

Still stuck? Open a ticket on the support page on ABC and a real person will help.

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