Adding a New Ticket

Use the Insert New Ticket view to add a new ticket for a new inquiry or problem for an account. Before you add a ticket, the account and contact must already exist in Sage SalesLogix.

To add a ticket

1. Open the Insert New Ticket dialog box.
   • On the New menu, click Ticket.
   • On the Contact or Account Detail view, select the Tickets tab, and then click the Create Ticket button.
2. If the Account Service Information dialog box automatically appears, or you click the Account Service Info button, then do the following:
1. In the Contacts area, select the contact who reported the issue.

If the contact is authorized to request service, 'Yes' appears in the Authorized column.

2. In the Contracts area, select the contract the ticket will be billed to.

If no contract is shown, you can still add the ticket. You can use SalesLogix Client or SalesLogix Support to add a contract for the account.

3. To track your time, on the toolbar, click the Punch In button to start timing the activity for billing purposes.

4. Complete the required ticket information boxes.
   
5. Complete the Details information.
1. In the Subject box, enter a short summary of the problem.
2. Click the User Date Stamp button, next to the Description box, to enter your name, the date and the time, and then enter a complete explanation of the problem.
3. If the ticket has been resolved, click the User Date Stamp button, next to the Resolution box, to enter your name, the date and the time, and then enter a complete explanation of how the problem was solved.
6. Click the User Date Stamp button, next to the Internal box to enter your name, the date and time (according to your regional settings) of the comments, and the type your comments.
7. When all required information is complete, click the Save button.

Related Topics

Tickets Overview