Tickets

To access this window, click on: Customer relationship management -> Operations -> Help Desk- > Tickets.

 

Creating a Ticket

 To create a Ticket, click on the “Add New” button as shown below.

The following screen will open up: 

 

Select a customer name to auto fill the Customer details. 

 

As per the screen below select the appropriate Reference type from the drop-down provided.

 

Select preferred category from the drop down provided as shown below.

Enter the title, filter criteria, assigned relationship manager and description of the ticket.

Click create to commit the changes into the system.

NOTE: Title, Secondary Description and Assigned to fields MUST NOT be empty.

 

Editing a Ticket

In order to edit an existing ticket, right-click on the item you want to edit, then click on the edit icon that appears.

Click on the edit icon to open the following screen:

Make modifications then click update to commit the changes into the system.