Service Tickets may be initiated when working with a Customer Explorer record. Follow the instructions below.
With a Customer Explorer record open, expand the Customer Tree of the System for which you are creating a Ticket. Click on the tree option Service within the System tree, right-click and select the option New Service Ticket.
The New Ticket form will be displayed. Most of the data entry is performed on the right side of this form.
There are three main areas of this form; the header area, the Site and System Detail (left side), and Ticket Detail data entry fields (right side).
For detailed descriptions of each area and each data entry field on the New Ticket form, click on the link.
Fill in the fields according to your company's policy and procedures. When finished, click the Save button located at the lower right of the form.
