Adding a Ticket in Infor CRM Customer Portal
Use the Create Ticket dialog box to add a new ticket for your issue. The system will automatically insert your name, company name, work phone, and e-mail information.
To add a ticket
- On the toolbar, click Add Ticket.
- Click the button next to the Area, Category or Issue box, select the appropriate items from the lists, and then click OK.
The Category items listed depend on the option you selected for Area and the Issue items available depend on the option you selected for Category. - In the Urgency box, click the drop-down arrow and select from the list.
- In the Subject box, enter a short summary of the problem.
- In the Description box, enter the complete details of the problem.
- Click .
The Ticket Detail view appears. - You can click the Comments tab to add comments to a ticket. Comments provide the Customer Service representative reviewing tickets with more details about the issue.
- You can click the Attachments tab to add attachments to a ticket. Providing attachments for a ticket can help the Customer Service representative to better understand the issue.
- When all information is complete, log out or click Add Ticket to add another ticket.
Viewing Ticket Details Before Printing

