5 steps to complete
The Service Log displays changes that have been made on the user’s record and allows you to create support tickets for your associates that will go to your customer service team.
In Corporate Office, find and select an associate to navigate to the associate detail section. The Summary page is the first page you will see. Scroll down the Account Activity section and the Service Log tab is displayed by default.
In the Account Activity section, under the Service Log tab, click the + Add Log Entry button.
The Add Support Ticket pop-up window opens.
In the Message text field, type the details of the support ticket/log entry.
Click the Create Support Ticket checkbox to expand the form.
Note: If you just want to create a log entry then you can skip this step and go directly to Step 5.
In the To, For Associate, Subject, and Discussion fields enter the relevant information.
Note: The Subject field provides contextual information for the support representative that will address the ticket.
The log entry/support ticket now displays in the Service Log List.
The assigned support representative will receive a new message to look into the ticket.
You now know how to add a log entry and support ticket.