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Raising requests on behalf of new customer email address

Lewis West
Contributor
October 3, 2018

I want to raise a request for a customer not in the system. 

 

Currently, raising a request on behalf has a drop down with registered accounts.

 

Is there a setting I can enable that will allow agents to type in an email address, instead of choosing from the drop down?

1 answer

1 accepted

1 vote
Answer accepted
Jack Brickey
Community Champion
October 3, 2018

You have to add the customer first. The agent can go to project > customers > add customer, enter email then open on their behalf.

Lewis West
Contributor
October 3, 2018

I was hoping there'd be a faster way to do it without having to add the customer first.

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