Ticket information fields
The following table describes the default information fields.
Field | Description/Action |
---|---|
Account | The account associated with the ticket. To change the account, click Finding records | , find the appropriate account and click . See
Contact | The contact associated with the ticket. To change the contact, click | , find the appropriate account and click .
Phone | The contact phone number. |
The contact email address. | |
Contract | The contract selected when the ticket was created. To change the contract, click | , find the appropriate contract and click .
Resolved 1st Call? | Select this check box if you are able to resolve the caller's problem immediately, without having to call the customer back or having the customer call back. |
Area - Category - Issue |
These three fields briefly describe the nature of the problem being reported. Click next to each field, select the appropriate items from the lists, and click .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. |
Submit for SpeedSearch | If this check box is selected the ticket information is available in searches by other users. Depending on how the administrator has configured SpeedSearch, selecting this option automatically allows the information to be available for searches or the information required to be Approved for SpeedSearch by another user. |
Approved for SpeedSearch | If this check box is selected a ticket that has been submitted to SpeedSearch, is approved. This option is available if the administrator has designated you as someone who has the authority to approve tickets for SpeedSearch. |
Status | The default status is Open. To select another status, click the arrow and select the item from the list. |
Urgency | Indicates the importance of the issue. To edit, click the drop-down arrow and select the item that best describes the customer's urgency. |
Needed Date | The date the ticket must be resolved. The default date is based on the Urgency you select. To modify, click | and select the date.
Source | Contains a list of possible methods for reporting the ticket. Click the arrow and select an item from the list. |
Public Access | Click the arrow to select the public access option for this ticket. The default public access is set by the administrator. Public access designations determine which users (internal or external) can view certain ticket groups (for example, only new tickets, or all tickets, and so forth). This option is available if the administrator has designated you as someone who has the authority to approve tickets for SpeedSearch. |
Assigned To | The customer service user assigned to the Area selected for this ticket. To reassign the ticket, click | ), find the appropriate user and then click .
Assigned Date | The date and time when the ticket is assigned to the user. To modify this value, click | and select the date.
Phone (Assigned) |
The assigned to user’s phone number. |
Email (Assigned) |
The assigned to user email address. |