Using the Ticket Detail view
Use the Detail view to view, add, or edit information for a selected record. The Detail view consists of the fields, tabs, and a user-defined section.
Note: Security access determines what functions are available
for a user. Contact the administrator for access rights changes. WebViewer
users may not access complete functionality.
Click Lookup to locate a ticket, and then click the ticket ID name.
from the navigation bar to open the Ticket List view. Click a ticket name to view the details of the ticket. You can also use theTo switch to the List view, click (Current Group tab.
) on the toolbar or select theOn this page, you can:
- View the groups related to the ticket.
- Send the ticket information in an email.
- View or print a detail report.
- Open the Account Service Information view for a ticket.
- The Task Pane contains the Common Tasks section. In this section, you can
- Mail Merge. See Using Mail Merge in the web client
- View a Report. See Viewing a Report
- Email Contacts. See Emailing Contacts or Leads
- Add a Note. See Adding a Note
- Schedule new Meeting, Phone Call or a To-Do task. See Scheduling an Activity
Fields
The ticket fields page displays the primary information about the ticket. Users with appropriate permissions can edit these fields.
Detail View Tabs
Each tab displays specific information you can use for ticket related activities:
Details | Comments | Activities | Ticket Activities |
Attachments | Journal | Defects | Returns |
More Tabs | Related Assets | Ticket Activity Parts | Ticket Timeline |
User Defined Section
You can drag and drop tabs into the user defined section.