Adding a Trouble Ticket

To add a new trouble ticket, the New trouble ticket permission must be enabled in your Permission Profile. See Trouble Tickets Permissions.

The following procedure covers normal and parent/child trouble tickets. To add a trouble ticket:

1. Perform a customer search and open the Customer window for a specific customer account. See Accessing Customer Management Records.

2. Click the Journals tab (or Troubles tab if applicable).

3. To add a new trouble ticket, right-click on any row and select New > Trouble Ticket.

   This displays the New Trouble Ticket window.

   

4. Enter the Trouble Ticket information on the Trouble Tab.

5. Click the Location tab and enter location information for this trouble ticket (see Location Tab).

6. Click the Contact tab and enter contact information for this trouble ticket (see Contact Tab).

7. Click Save when you are finished.

   Note

   You can add trouble tickets from the Summary tab on the Customer # window. If you do not check the "Display on Customer Summary Tab" check box when you create a trouble ticket, the trouble ticket is not displayed on the Summary tab. It is only displayed on the Journals tab.

See also:

Editing a Trouble Ticket

Moving Journals, Follow-Ups and Trouble Tickets

Global Trouble Tickets

Stand Alone Trouble Tickets

Using Auto-assign in the IDI Desktop Client