Click on the ‘New Ticket tab. It shows the form to add Ticket. Fill general information.
1.The first section is Ticket Information, contains
- Company NameDisplays dropdown of the client list.
- Email Email address of Client
- Company LocationDisplays Dropdown of multiple company location list of particular client
- Company AddressDisplays client address automatically when the client is selected, We can change
- Company Phone Displays client phone automatically if exists when client is selected
- Point of Contact Displays Point of contact automatically if exists when client is selected
- POC mobile numberDisplays Point of contact mobile number automatically if exists when client is selected
2.The second section is Ticket category , contains
- Select CategoryDisplays dropdown of ticket categories list.
- Ticket PriorityDisplays dropdown of ticket priorities list.
- DepartmentDisplays dropdown of department list
3.The Third section is Ticket Message, contains
- SubjectSubject of the ticket
- NotesNotes for the ticket
- Attachment Attachment of the ticket
4.The Fourth section is Ticket Participants, contains
- Project Manager Displays dropdown of users list.
- OwnerDisplays dropdown of users list.
- Email notificationIts send email notification to the customer if it is checked
- Show ticketDisplays ticket detail page after creation if it is checked, or it will take users to list page.