Editing
or Closing a Ticket
When you need to change the status of a ticket, or make changes to a
ticket's information, use the Ticket Detail
view. To undo any changes, click Reset
before clicking the Save
button.
How Do I?
Open the Ticket Detail view
- On the Navigation Bar, click Tickets to open the Ticket List view. If necessary, use the Lookup to locate a ticket, and then click on the ticket ID name.
Close a ticket
-
Open the ticket's Ticket Detail view.
-
Ensure all ticket information is complete and accurate.
- In the Status box, click the drop-down arrow, and then select Closed.
| If you are punched in and have any open ticket activities, you will be prompted to close the open ticket activity or click the Punch Out button.
|
- Click the Details tab and update the Resolution.
- If you resolved the customer's problem on the first call, select the Resolved 1st Call? check box.
- If you want to submit the resolution information to be accepted into the SpeedSearch indexes, select the Submit for SpeedSearch check box in the top pane.
- If your administrator has granted you permission to approve tickets, select the Approve for SpeedSearch check box. Otherwise, you will not see this option.
-
Click Save.
Related Topics
Working with Tickets
Adding a Ticket
Deleting a Ticket
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.
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.
