Overview
This document is for a project Agent or team member needing to add a customer into their project in order to communicate with them.
Requires Agent or Project Administrator role within corresponding project. |
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.