Add the customer who needs help

Transcript

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1. 0:00

   This video follows Sort your tickets into categories. Every support ticket belongs to the customer who reported the problem, and a new company has no customers yet. So let's add one.

2. 0:13

   First, sign in with your username and password.

3. 0:28

   In the Customers menu, open Customers List, then Companies. This list holds every company you work with, and you can search it at the top. Click Add New Company.

4. 0:39

   Type the customer's name in English and in Arabic, and its commercial registration number. This name is what you will pick on the ticket, so keep it the way your team knows them.

5. 0:50

   Add a phone number and an email address, so your team can get back to the customer about their problem. Click Save, and the customer is added straight away.

6. 1:02

   To find a customer later, type part of its name in the search box and click it. This is who your ticket will be raised for, and every ticket you log for them builds up their support history.

7. 1:14

   Your customer is saved and ready to be chosen on a ticket. With a support team, categories and a customer in place, the next video is: Log your first support ticket.