Using the Ticket Quick Search

Use the Quick Search window to find information about the caller when creating a ticket or locating an existing ticket.

To use the Ticket Quick Search:

Select Quick Search from the Quick Add menu. The CRM Ticket Quick Search window is displayed.
Specify the required information in the fields displayed.
Click Submit. A window is displayed wherein the matching records are displayed in these grids:
- Account Results
- Contact Results
- Lead Results
- Ticket Results
Specify a value on the Search field to view the search results.
You can also:
- Add more records using the Get More Rows option.
- Click the hyperlink of the matching record to view details based on the selected record.
- Add a ticket by selecting Ticket option from the Quick Add menu.