Are you on the phone with a tenant who hasn’t registered with the app yet but still needs support? No problem. The “User onboarding during ticket creation” feature will let you create the tenant right in the interface and create the Service-Center ticket for him/her.
Creating a new ticket is quick and easy:
In the Service-Center, you’ll see a blue button entitled “New ticket” in the upper right-hand corner.
First, please enter a subject for the ticket as well as a brief description.
The next step is the important one: creating the user. This is a four-step process:
- Select the reporter’s address or company.
- Then select the reporter, either somebody who has already been entered into the system or create a new person by selecting “Create & invite new user”.
- If you want to create a new user, every field must be completed. When you’re done, all you have to do is click on “Save & invite”.
- Once you’ve successfully created the user, a pop-up will open containing this message: “The customer has been registered and an e-mail has been sent.”
Once you’ve selected the customer, you still have to fill in all the other fields and enter a category. The last step is to save the ticket.
That’s how easy it is to create a ticket during a phone call or e-mail conversation.
Do you have any other questions? Then contact our Support team at email@example.com.