INTERNAL - Assigning a ticket to an account in Parature

Products:

Parature

Description: 

Steps to assign a ticket to an account in Parature.

Sometimes, it is practical to have a ticket placed under an account in Parature. Not only is it beneficial for tracking purposes, it also enables us to consolidate all of the merchant’s historical activities (ticket, notes, chat, etc.) under a single Account profile.

Resolution:

To assign a ticket to an account in Parature, follow the steps below:

1. Find the existing Ticket you wish to assign and click “Edit Ticket”

2. From the “Edit Ticket” window, click on the “Fast Forward” button under Contact Info.
   
    
   
   
3. In the New window, search for the account you wish to assign the ticket to. You can search using any of these variables: DBA, Email, Contact Name, etc. for the purpose of this article, we will search by DBA.
   
    
   
   Pursuing the task, please click on the “Select” button. And you will return onto the “Edit Ticket” Window.
   Notice the Additional Contact field now has the merchant name which would indicate that the ticket has now been assigned to the Account.
   
    
   
   Lastly, scroll to the bottom of the window, and click Save to apply the changes.