Adding a Ticket for an Account

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:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tickets, etc.) 
  2. Select Customers from the Modules menu. 
  3. In the Contacts Home page, click the Accounts tab in the lower-left corner.
  4. In the Accounts Home page, search for the customer account. 
  5. 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:
  1. In the Account's Detail page, click the Tickets tab from the top. 
  2. In the Tickets page, click the  icon from within the Tickets tab.  
  3. In the Add Tickets page, enter the name and email of the contact and update the values for the other fields. 
  4. Click Submit.