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This guide will show you how to create a new cutomer from the Reporter/On behalf filed directly from the Create screen.
Quick Steps
Step # | Action |
|---|---|
| 1 | From the Create screen, choose a service Desk Project. |
| 2 | Scroll to the Reporter field. |
| 3 | Type in the EMAIL of the reporter. |
| 4 | Click on the CREATE option now visible under the field. |
| 5 | To create a Reporter On Behalf of ,toggle the "Use request type fields". |
| 6 | Navigate to "Raise this request on behalf of". |
| 7 | Type in the EMAIL of the reporter. |
| 8 | Click on the CREATE option now visible under the field. |
