Create Tickets in Agent Desk

Employees can create their own tickets in Concierge, but IT Agents can also create tickets directly from Agent Desk.

1. From the Cases list view, click New.
2. Select a type for the new case (if available), then click Next.
3. Fill out the required fields.
4. Upload any files that you want to attach to the ticket, such as a screenshot.
   There's no limit to the number of files that you can attach to a ticket. You can upload up to 10 files at a time.
5. Save your changes.

From the inline dropdown menu for each case, you can also edit or delete the case and change the case owner.

Note When you create a case on behalf of an employee, you must populate both the Account Name and Contact Name fields with the employee’s person account.