4. Search & create tickets

Search and create tickets is an entry point to manually create tickets and customer, but also to have a visibility of the existing tickets for a customer or for an order.

1. Quick create customer

Quick create customer :

In CRM -> Search & Create ticket, on the top left you can see a button “Quick create customer”.

This form give you the ability to quickly create a customer, with the minimum information necessary.

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This page is very useful if you receive phone calls from customers. You can quickly identity if they have an account, if some tickets exists for them.

If it’s a new customer, you can create very quickly a new account for him. Once it’s created, it will automatically select this account in the grid below and you will be able to create a ticket fro this customer, for example : to take notes of the the phone call’s details.