Raising requests on behalf of customers

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Let's say you're helping a customer resolve an issue over the phone, and you need to followup 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

  1. Open the Customer Portal. 
  2. Select the request type that matches your customer's need. 
  3. In the Raise this request on behalf of field, enter a new customer's email address or search for an existing customer's name: 
     
  4. Fill in the request details and select Create.

Your customer will be emailed a link to the new request – new customers will also receive an invitation to finish creating a service desk account – and you will be able to continue working on the issue from your service desk queue.

Invite a new customer

  1. In your service desk, go to People > Customers.
  2. Select Invite customers and enter your customer's email address. 
  3. Select Send invites and you're done!

 

Note that your service desk administrator must have public signup enabled if you want to raise requests on behalf of new customers, or invite customers from the People tab.

Last modified on Feb 26, 2015

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