Using account service information

To use Account Service Information when adding a new ticket:

  1. Select Ticket from the New menu.
  2. Click Account Service Info to access the Account Service Information view on the Insert New Ticket view, in the toolbar.
  3. Use the Lookup option to locate the correct account in the Account Service Information view, in the Account field, if the account name is not displayed.
    When the account is selected, all service information is displayed in the view.
  4. Select the contact authorized to report the issue in the Contact area.
    If the contact is authorized to request service, 'Yes' displays in the Authorized column.
  5. Select the contract the ticket is billed to in the Contracts area.
    If you are not sure which contract to select:
    • Ensure the Active column contains 'Yes'.
    • Select the contract in the list, any comments about the contract display in the Comments area.
    Note:  If no contract is shown, you must use the application Client to add a contract for the account.
  6. Click OK to save the selections and close the Account Service Information view.
  7. Follow the remaining steps for adding a ticket. The contact and contract information you selected on the Account Service Information view displays in the Insert New Ticket view. See Adding a new ticket
Related topics