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This guide will show you how to create a new customer from the Reporter /On behalf filed field directly from the Create screen.

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Step #

Action

1From 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 customer from "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.


This guide will show you how to create a new customer from the On behalf field directly from the Create screen.

Step #

Action

1

To create a customer from "On Behalf of" ,toggle the "Use request type fields".

2

Navigate to "Raise this request on behalf of".

3

Type in the EMAIL of the reporter.

4

Click on the CREATE option now visible under the field.




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