Help Desk
An investor or a
contact related to an organization can raise a trouble ticket in case of any
issue or difficulty, which appears in the Help Desk panel in More Information.
If you require any
information from the investor or contact or facing any difficulty, you can also
raise a trouble ticket which will appear to the investor or contact.
To raise a trouble
ticket, follow the below steps:
1. Click on the Organization Name for which you wish to raise a ticket.
2. Click on More Information tab and click
on Help Desk.
3. Click on Add Help Desk button in the top
right corner of the panel.
4. The Ticket Information window is displayed. Enter the
following details:
- Subject: Input
the subject.
- Contacts: This
is an auto-populated field as you chose Organization name at the first stage.
But you can choose other contact from the list. Click on search (
) button
beside the contact field. The contacts window is displayed. Click on the
name of the desired contact. - Fund: Specify
the fund name.
- Priority: Select
the priority of the ticket if it is a high-priority, low-priority or
medium-priority ticket.
- Status: Select
the status of the ticket if it is open, In progress, or closed.
- Assigned To: Ticket
gets assigned to the user automatically.
- Ticket No.: This
is an auto-populated field.
- Contact Email: This
field is auto-populated when you select the Contact.
- Investor: Choose
the investor name.
- Severity: Select
the severity of the ticket if it is critical, feature, major, or minor.
- Category: Choose
a category for the ticket.
- Description: Specify
the description of the ticket.
5. Click on Save.
6. The ticket will be listed in the help Desk Panel under the More Information Tab. Once a query is resolved, click on Edit button in Action column to update the status. Click on Delete button in Actions column to delete the ticket.
View Tickets
1. To view a ticket, click on the ticket subject.
2. The Help Desk Information window is displayed. You can view
the complete ticket information here. 