Adding a Ticket Contact

Use the Ticket Contact Information window to add ticket contact information.

Note: Adding a ticket contact does not create a CRM contact record.

To add a ticket contact:

Access Ticket Contacts related section on the Ticket details page.
Click Add to add a ticket contact that is not associated with an existing CRM contact or lead.
Select the Contact Name lookup to search for an existing contact or lead. If a match is found and selected, the First Name, Last Name, Primary Phone, and Primary Email fields are defaulted, although these fields can be edited.
Specify this information:

First Name

The first name of the ticket contact.

Last Name

The last name of the ticket contact.

Primary

Indicates if the ticket contact is the ticket’s primary contact.

Primary Phone

The primary phone number used to open the ticket contact. To save the ticket contact, you must have a primary phone number or primary email.

Note: This phone number only applies to the ticket contact. The changes to the phone number do not apply to a CRM contact or lead record.

Primary Email

The primary email address to be used to open the ticket contact. To save the ticket contact, you must have a primary phone number or primary email specified.

Note: This email address only applies to the ticket contact. The changes to the email address do not apply to a CRM contact or lead record.

Alternate Phone

A secondary phone number to be used to open the ticket contact.

Alternate Email

A secondary email address to be used to open the ticket contact. To save the ticket contact, you must have a primary phone number or primary email specified.
Click Submit.