Adding a Ticket for an Account
It is not uncommon for agents to directly raise a support ticket for an account. For example, when a customer calls up from ABC Corp, it is not necessary that a contact in their name should exist. In this situation, the agent will search for the account ABC Corp and if exists, will add a ticket for it. When the agent enters the contact's detail in the ticket it will add a new contact and will be associated with the account thereafter.
To add a ticket for an account:
- Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.)
- Select Customers from the Modules menu.
- In the Contacts Home page, click the Accounts tab in the lower-left corner.
- In the Accounts Home page, search for the customer account.
- In the search results page, open the account in its detail view.
Now that you had opened the account to view its details, you must follow the below steps to submit a ticket:
- In the Account's Detail page, click the Tickets tab from the top.
- In the Tickets page, click the
icon from within the Tickets tab. - In the Add Tickets page, enter the name and email of the contact and update the values for the other fields.
- Click Submit.
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