Raising requests on behalf of customers
Working on service desk projects
- Working with issues
- Searching for issues
- Managing your user profile
- Adding announcements
- Adding customers
- Adding request participants
- Using service desk queues
- Raising requests on behalf of customers
- Organizing work with components
- Organizing work with versions
- Using JIRA on a mobile device
- Configuring dashboards
On this page
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Let's say you're helping a customer resolve an issue over the phone, and you need to follow up with additional information. You can use the customer portal to quickly enter your customer's name, fill in the issue details, and submit the service desk request.
If you don't need to create a request, but simply want to invite customers to your service desk so they know how to get help, you can skip ahead to Invite a new customer.
On this page:
Raise a customer request
- From your service desk project sidebar, select Raise a request ().
- Select the request type that matches your customer's need.
- In the Raise this request on behalf of field, enter a new customer's email address, or search for an existing customer:
- Fill in the request details. If the customer is in an organization, you can choose to share the request:
- Select Create. Your customer is emailed a link to the new request. New customers also receive an invitation to finish creating a service desk account.
Invite a new customer
- From your service desk project sidebar, select Customers.
- Select Add customers and enter your customer's email address.
- Send your invitation and you're done!
Last modified on Mar 7, 2017
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