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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
FAQs: Ticket Management
What is a ticket and where does it originate from? Tickets are support requests that are submitted by customers. They contain the support conversations and other important details, such as priority, category, and status, that help agents categorize ...Adding a Ticket for a Contact
Most support centers follow the practice of creating tickets for customers who call in with problems. Agents will typically ask for the customer's name or their email address to quickly search and open their contact and then submit a ticket. Zoho ...Ticket Insights Extension for Zoho Desk
Customer support tickets comprise multiple components like conversations, tasks, and approvals. Usually, this information is scattered and must be gathered from different tabs and views on a ticket, taking up time. The Ticket Insights extension for ...Ticket Status Lifecycle Extension for Zoho Desk
A ticket can go through various statuses once it gets created. For example, upon its creation, ticket status is Open. When an agent replies to the ticket, its status will change to Resolved. Similarly, if the customer responds to the same ticket, ...Ticket Status Dashboard
The Ticket Status Dashboard is designed to provide an easy to understand view into the status of all tickets received in your help desk. It displays the number of tickets under each status and states, the average amount of time a ticket stays in ...
New to Zoho LandingPage?
Zoho LandingPage Resources