Submit a Service Request on behalf of a customer
1 min
you can create a on behalf of an external customer and create a relationship between the customer and the request when you create a , you can designate the external customer in the created by field submit a service request on behalf of an external customer the customer must exist as an external contact and appear in the contact list the external customer might communicate the issue to the by email, phone, fax, walk in, or other means log in to service desk console open the service request workspace a list of appears from the toolbar, click new a blank form appears in the customer field, enter the name of the customer a list of matching customer names appears select a customer from the list in this example, we typed john , then chose katherine joseph from the list the system automatically generates the values for the email and phone fields in the reported by field, you can enter your name or the name of another customer enter other information as needed required information is indicated by a red asterisk ( \<font color="#ff0000"> \</font> ) note that the owner field automatically shows your logged in id you can change this entry if your role has permissions granted by the administrator click save the is now linked to the customer when viewing the customer records, you can see the list of related
