Content Comparison

Overview

At times you'll need This document is for a project Agent or team member needing to add a customer to your into their project in order to communicate with them.

Adding Customer

From the project, locate the Customers link on the left-nav bar of your project.

The Customers screen will display showing all current customers. In the upper right hand corner you'll find a "Add Customers".

Correctly enter the email address and click the OK button. Do not try to add an organization. Now you can add that new customer to any existing ticket.