YoroDesk Inbound Call Ticket Association Changes 

  • 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.