create new ticket
check ticket statusWhen creating a new contact, some fields should pre-fill based on the customer or general defaults that have been set. Other fields must be manually entered. The table below will outline which fields will pre-fill by default and which fields require manual values be entered.
| Customers.aspx - New | Customers.aspx - Ellipsis - Add Contact | CustomerView.aspx - New | Contacts.aspx - New | POS - New | OrderEdit.aspx - New | Registration.aspx | Registration.aspx - amended customer id | |
| Contact Name | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Title | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Manually select | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer |
| Phone | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Fax | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | |
| Tags | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer |
| Requires PO | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer |
| Credit Card Processing Account | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer |
| Default Billing Address Name | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Billing Addres | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Billing City | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Billing Region | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Billing Country | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Billing Zip/Postal Code | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Shipping Address Name | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Shipping Address | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Shipping City | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Shipping Region | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Shipping Country | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Default Shipping Zip/Postal Code | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Payment | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Role | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer | Prefill from Default Customer |
| Username | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Prefill from Email field | Prefill from Email field |
| New Password | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Confirm New Password | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Portal Access | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer | Prefill from Customer |
| Default Portal | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Budgets | Prefill from Customer (if automatically grant budget access is true) | Prefill from Customer (if automatically grant budget access is true) | Prefill from Customer (if automatically grant budget access is true) | Prefill from Customer (if automatically grant budget access is true) | Prefill from Customer (if automatically grant budget access is true) | Prefill from Customer (if automatically grant budget access is true) | Prefill from Customer (if automatically grant budget access is true) | Prefill from Customer (if automatically grant budget access is true) |
| Default Budget | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Budget Required | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |
| Products | Prefill from Customer (if automatically grant product access is true) | Prefill from Customer (if automatically grant product access is true) | Prefill from Customer (if automatically grant product access is true) | Prefill from Customer (if automatically grant product access is true) | Prefill from Customer (if automatically grant product access is true) | Prefill from Customer (if automatically grant product access is true)) | Prefill from Customer (if automatically grant product access is true) | Prefill from Customer (if automatically grant product access is true) |
| Approvers | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter | Manually enter |