- To associate call with tickets, attend the incoming call that is shown in a popup window.
- If the contact already exists, a pop-up window will prompt the user to associate this call.
- Users have the option to click the “Associate” button or select the “New contact” icon to add them as a new contact.
- Upon clicking the “Associate” button, all existing tickets will be displayed.
- Users can choose to associate with any of these existing tickets or create a new ticket by selecting “New Request.”
- After clicking the “New Request” button, users will be presented with “All categories.”
- Users can then choose a category to create a new request.
- Next, input essential details such as Title, Priority, and Name. For existing contacts, the “On behalf of” email ID is automatically retrieved from the contact.
- Now a new request will be created.
- If users associate the incoming call to an existing ticket, then the call will be included in the call history.
- Users can view the request form details by clicking “View Form” on the right side of the page.
