How to Watch a Ticket

How to 'Watch' another Advisor's Ticket

Watchers is a feature that allows Advisors to receive notifications of updates to tickets that aren't assigned to them. Advisors can either add themselves as a 'Watcher' to a ticket or add a colleague to watch a ticket.



From the Tickets page on both the web dashboard and mobile app, you can filter by "Tickets I'm Watching." On the mobile app, tickets you are watching will show an eyeball icon next to the Advisor's profile photo.

Updated on: 12/03/2021