Adding a Ticket in Infor CRM SLX Customer Portal

You can use the Create Ticket window to add a new ticket for the issue. User name, company name, work phone, and email information are automatically updated.

To add a ticket:

  1. Select Add Ticket, from the toolbar.
  2. Select an appropriate value in the Area, Category or Issue fields and 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.
  3. Select a value in the Urgency field.
  4. Specify a short summary of the problem in the Subject field.
  5. Specify the complete details of the problem in the Description field.
  6. Click Save.
    The Ticket Detail view is displayed.
  7. Select the Comments tab to add comments to a ticket. Comments provide the Customer Service representative reviewing tickets, with more details about the issue.
  8. Select the Attachments tab to add attachments to a ticket. Ticket attachments help the Customer Service representative to better understand the issue.
  9. After you specify all the information, you can log out or click Add Ticket to add another ticket.