The power of Syncro's Agent Contact Forms feature is evident in the Ticket automation aspect. 

When a customer submits the form, Syncro can automatically generate a Ticket in your account. Depending on the Ticket settings you chose to enable within the Contact Form Policy, you can then trigger Ticket Automations based on the Ticket issue type or various custom fields. 

You can read on, or watch this short video to learn more:

Use the Form Within the System Tray

To use an Agent Contact Form within the system tray, follow these steps:

1. Navigate to the Policies tab/module.
2. Click the hyperlinked Name of the Asset RMM Policy you want to use with the Agent Contact Form to edit it.
3. Click the “System Tray” Policy Category on the left side:
4. Use the "Add a System Tray Option" dropdown to select “System Tray Section.”
5. Uncheck the “Hide System Tray” box, then click +Add.
6. Use the “Menu Type” dropdown to select “Agent Contact Form.”
7. Enter a customer-facing name in the “Menu Title” field.
8. Use the “Contact Form Policy” dropdown menu to select from the available Agent Contact Forms. 
9. If desired, click +Add and repeat steps 6-8 to add multiple forms that serve different purposes to the same policy. 
10. Click Save. 
    Customers will see the form(s) you create this way in their system tray:
    
    When Customers select one, it looks something like this:
    
    Note: Customers are given the option to attach a screenshot to form via the “Include an Image of My Screen” checkbox.

About Pre-populated Customer And/or Contact Information

When you've completed the steps described in this document, any Tickets Syncro creates are automatically associated with the Customer for the Asset (or the Contact if one is associated with the Asset).

If a Contact is associated with the Asset, the Contact’s information is auto-populated on the Agent Contact Form. If the Contact decides to edit this information, the information they submit will be attached as a Private Note on the Ticket so your team knows what was entered, without overriding the existing information. 

If there is no Contact associated with the Asset, whatever contact information the user provides on the Agent Contact Form will be attached to the Ticket in the form of a Private Note.