Create a New Ticket from the Web Interface

Top  Previous  Next

The Web Interface allows employees and customers to open new Tickets which will be added to the database.

It is recommended to read the Web Interface installation instructions in our web site, under the Support > Documentation.

The following steps assume the Web Interface is installed and that Web users were defined for the relevant employee (under the Employee tab).

 

1. To open a new Ticket, login to the Web Interface

2. Go to the Accounts tab and click View for a certain Account.

3. From the Account window, click Create for Account, and select Ticket.

 

tutorial_web_ticket_new_menu

 

3. In the New Ticket window, the Account is already selected , as we created the Ticket from within the Account (you can click +/- to expand the Account details). The System Global Contract will already be selected. All you need to do is enter the Description and you are done. You can set also other values such as the Ticket Type, Cause, Due date, etc.  Note that the Web Interface New Ticket window contains more information than the Client Application. Not all the information is mandatory, and you may fill it in now or at a later stage.

 
4. Click Save to add the Ticket.

 

 

tutorial_web_new_ticket_window