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Adding A Client, Utility and Term

1. Begin by selecting the Customers module on the left hand side of the admin screen in TicketRx.

2. Either search for or create a new customer.

3. To create a new customer click the Create Customer button, enter in the customer name, and click Save.

4. Once you have found or created a customer select the customer and click on the Utility module.

5. To add a Utility click the Create Utility button. Note the Required Area checkbox will most likely not apply and it is recommended that it remain unchecked.

6. Use the Statuses tab to select the statuses that should be available in the drop down menus for the utility. Add A Status Code has more information on how to create status codes.

7. After selecting all the needed information click the Create Utility button. The Utility is now available for use.

8. The final step is to associate one or more terms with the utility. Click on the Terms module and assign any existing terms to the utility.

Optionally a Receiver can be used to automatically import tickets into TicketRx.