Adding and Editing Ticket Activities

Use this view to add a new activity for work done on the ticket or to edit/update an existing activity. Ticket Activities enable you to track the time, the types of tasks, and any associated costs involved in resolving a ticket. Activities are recorded by activity type and charge rate and are used for billing the customer against their service contracts.You can set up future (follow-up) activities for yourself or another user.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

How Do I?

Open the Ticket Activities viewClosed
  1. Open the Ticket Detail view.
  2. Click the Ticket Activities tab. If the tab is not visible, click the More Tabs tab.
Add activity comments to the ticketClosed
  1. Use the Comments box to include additional information.
  2. Click SaveClosed.
Add ticket activity details and parts using the Advanced viewClosed
  1. On the Ticket Activities tab, click Advanced.
    The Insert Ticket Activity view opens.
  2. Complete the ticket activity information boxes.
  3. To add activity parts, in the Ticket Activity Parts area click Associate PartClosed.
  4. Find a part using the lookup and click Add Selected.
  5. .Click SaveClosed.

Edit Ticket Activity detailsClosed

  1. From the list of ticket activities, click Edit next to the activity you want to change.
  2. Edit the ticket activity information boxes.

    There are several information boxes that cannot be edited by the user.

  3. Click SaveClosed.

Related Topics

Tickets Overview

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.