Adding and submitting a Ticket for an Account
It is not uncommon for agents to raise a support ticket for an account directly. For example, when a customer calls up from ABC Corp, it is not necessary that a contact in their name should exist. In this situation, the agent will search for the account ABC Corp and if it exists, will add a ticket for it. When the agent enters the contact's detail in the ticket, it will add a new contact and will be associated with the account thereafter.
To add a ticket for an account
- In Zoho Desk, navigate to the Customers module.
- Click Accounts on the bottom of the left menu.
- Search for the customer account.
- On the Search Results page, open the account to view its details.
Now that you've opened the account, follow the below steps to submit a ticket:
To submit a ticket
- Click the Tickets tab at the top of the page.
- Click Add Ticket in the upper right corner.

- On the Add Tickets page, enter the name and email of the contact and update the values for the other fields, if needed.

- Click Submit.