Create a ticket for a contact under client

[onpointsystems]

We create an account under a Client as to keep all users from the same company together. The question is how can we select the contact to create the ticket when they call in?

 

At the moment the only way to create a ticket is to select the client and not the contact added.

 

Thanks.

[IsMyWB-Dominic]

Hello,

 

You should be able to "cc" the contact in. The main client will still be able to see the ticket and will still get the email, however so will the "cc" contact. Usually, this does not matter.

 

If you "cc" the contact in, both he and the main client will see it.

 

Regards

Dominic

[onpointsystems]

That is correct but if you do not know the email address prior to creating the ticket you cannot add to CC section. I was just trying to save some steps since at the moment I will have to view the customers profile first, copy the desired contacts email address, click create new ticket and then I can just paste the email. I will submit a feature request to be able to select a contact from the clients profile to create new tickets.

[onpointsystems]

Update:

With 5.1 version of WHMCS you can select the individual sub-contact after selecting the primary account holder (client profile) however, it will create a ticket and email both the main account (client profile) and the sub-contact as a CC. I would like it to only send to the contact and not the primary account also (client profile). Even after removing the primary account it still sends a copy to the primary account.

 

Any ideas?

[onpointsystems]

As per support there is no way to just create a ticket for the contacts only since the client profile is the primary account. This allows the primary account holder to be aware of all things happening on their account.