Adding a Ticket

  1. Click Tickets in the navigation pane. The Tickets list page is displayed.
  2. Select the Ticket option from the Quick Add menu. The Add Ticket window is displayed.
  3. Specify this information:
    Account
    The account associated with the ticket.
    Contact
    The contact associated with the ticket.
    First Name
    The first name of the contact.
    Last Name
    The last name of the contact.
    Phone Number
    The phone number and country code of the contact.
    Email
    The email address of the contact.
    Department
    The name of the department.
    Assign To
    The agent assigned to the ticket. The default value based on the selected department.
    Add Contact to Account
    Select this check box to add the contact to the selected account.
  4. Click Submit.
    Note: Use the related items on the Ticket details page to add activities, worklog items, ticket contacts, or notes.