FAQ on Assignee Management in Service Ticket
How can I change the assignee for a service ticket in AntMyERP?
You can easily change the assignee for a service ticket by following these steps:
Step 1: Locate the service ticket you want to modify. This can be done by either clicking on the ticket number or the ticket itself.
Step 2: Once inside the ticket, find the option to edit the ticket details. This is usually accomplished by adding comments or making updates to the ticket.
Step 3: Change the Assignee Type:
Look for the “Assignee Type” field and select the appropriate category from the available options:
Employee: Choose this if the assignee is an employee within your organization.
Vendor: Select this if the assignee is a vendor. You’ll need to provide the vendor’s information.
Client: Choose this if the assignee is a client. You’ll need to select the client’s company.
Auto Assignee: This option may not require additional details.
Step 4: Provide Assignee Details:
Depending on the assignee type you selected:
If you choose “Employee,” the system should automatically capture the current team data for the employee.
If you chose “Vendor,” provide the vendor’s company name and select the vendor’s name from the dropdown list based on the associated Visit Purchase Order.
If you choose “Client,” select the client’s company name from the dropdown list.
For “Auto Assignee,” no additional details might be required.
Step 5: Save Changes:
Once you’ve made the necessary updates, save the changes to the service ticket.
What if I want to change the assignee back to its original state?
If you need to revert the assignee to its original state, you can follow the same steps outlined above and choose the appropriate assignee type, whether it’s an employee, vendor, client, or auto assignee.