You can create a contact through ticketing.
For information about contacts, see Contact Manager.
To create a contact through ticketing:
- On the Configure tab, go to Ticketing > Tickets.
A window appears, displaying the Accounts, Contacts, and Tickets tabs. - On the Contacts tab, click New.
Alternatively, on the Contacts menu, you can click New Contact.
The New Contact window appears. Specify values in the fields as required.
For information about the fields, see the Adding a Contact section of Managing Contacts.
- Click Save.
A message stating that the contact is created appears. The details of the account appear on the Contacts tab.
- You can create another contact by using the New button.
- You can create an account, ticket, task, or note for a contact by using the Account, Ticket, Task, or Note option of the New menu.
- You can associate a contact with an existing account or ticket by using the Account or Ticket option of the Link menu.
- You can delete a contact by using the Delete option of the More menu.
- To view the table of contacts, click the Close icon (
). - You can create or modify a contact filter by using the New Contact View icon (
) or the Edit Contact View icon (
) next to the search box on the Contacts tab. For more information, see Contact Views.