Choosing a person
You may need to select a Person in the various open records, for example, if you're choosing an assignee for a ticket or a technician to add him/her to a technicians' group. Once you select a Person, the caption of the field where you entered the person becomes a hyperlink. You can click this field label to view the details of the person.
To select a person, in the open record, do one of the following:
Select the person record that you want to enter from the dropdown list.
Click the ellipsis button next to the appropriate field name to display the Select Person (Requester or Technician) window.
NOTE: The Select Person (Select Technician, Select Requester) window can either list all available records or be empty depending on configuration of the Desktop App; for details, see Applying advanced preferences: Configuring the selection dialogs.
Select a Person by using either of the following methods:
Select the desired person record in the grid and click OK.
To find a person by the letter(s) contained in his or her record, type the search criteria in the Text to find field, select the field to search, and click Find.
NOTE: You can display all available records by clicking Find when the Text to find field is blank.