In the CRM module we make use of a Contacts list to link tickets to the applicable person requesting the task. This allows for re-use of contracts and provides valuable information used during reporting.

Contacts will automatically be created when a ticket is created via email or through integration with the applicable line of business system. However agents can manually capture a contact as well.

How to create a Contact

Click on the CRM Contacts icon and select menu item Contacts

Click on the + New Contact Contact button  

Enter the contact's personal information as requested on the screen and click on Save

Click on Contact Companies to return to the Companies list 

All tickets linked to the contactwill be listed in the Tickets section on the contact view


You can also create a new contact by clicking on the + icon next to any Contact fields 

e.g. on the add new ticket screen