Task Contacts for Ticket

Last Updated: 12/03/2015 Introduced in Verision: 2.0

Contact information can be assigned to a service desk ticket task. A ticket’s contact receives notifications related to the ticket.

Add contact information for an existing account by selecting the account in the Select Account pop-up. If the contact associated with the ticket does not have an account in the portal, add contact information, including name, email address and phone number, in the Add TaskContact pop-up.

Example

In the example, we will:

  1. Add a ticket.
  2. Add a contact to the ticket who has an account in the portal.
  3. Add a contact to the ticket who does not have an account in the portal.

To begin, we navigate to the folder Service Desk Tickets > Changes. We click the Add button, and select [Task Definition Name] (Quick).

addTask

 

We name the ticket and add a short description, then click OK.

nameTask

 

We click the new ticket name.

clickNewTicketName

 

We click the Add Contact button.

addContact

 

To add a contact that has an account in the portal, in the Add TaskContact pop-up, we click the Select User Account selector.

accountPicker

 

In the Select Account pop-up, we select the account and click OK.

pickAccount

 

The new contact appears on the Details panel.

accountAppeared

 

To add a contact that does not have an account in the portal, we click the Add Contact button. In the Add TaskContact pop-up, we enter information in the Task Contact Information section, then click Save.

ifNotInPortal 

The new contact also appears in the Details panel.

result

 

The contacts will receive notifications regarding any changes to this ticket.

 

 

Need more help with:

Task Contacts for Ticket?

 

Contact us at support@decisions.com

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