Associating Tickets with Clients

Associating a ticket with a client assigns the ticket to a client and will display in the client’s ticket list. You can also remove any assigned tickets from clients if it was improperly associated.

1. Access the Support Manager.
2. View the ticket.
3. Click the Associate With Company link.
   
   The Associate Ticket page appears.
4. In the Search field, select the search criteria.
5. In the For field, enter the appropriate information for the select search criteria, such as name of client when Client is select.
6. Click the Search button.
7. In the Search Results section, select the appropriate result.
8. Click Associate Ticket.
   

Related Topics 

Support Manager

Support Manager Settings