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Service Requests can be entered into the system in two ways. The first is for a customer to submit a Contact Us form. The second is for you to manually enter a service request using the admin page. This option is useful to log contacts with customers that call in to your company for help.
To add a new service request:
| 2. | On the top menu, click Service Requests under Order Management. The Service Requests page is displayed. |
| 3. | Click Create Service Request to add a new service request. Create a New Service Request page is displayed. |
| 4. | Enter the following details: |
| • | Stores: Select a store name from the drop-down list. |
| • | Status: Select the status of this case from the drop-down box. |
| • | Priority: Select the priority of this case from the drop-down box. |
| • | Title: Enter a title for this case. |
| • | Description: Enter a description for this case. |
| • | First Name: Enter the customer's first name. |
| • | Last Name: Enter the customer's last name. |
| • | Company Name: Enter the company name. This is optional. |
| • | Email ID: Enter the email address. |
| • | Phone Number: Enter the customer's phone number. |
| 5. | Click Submit. The Service Requests page is displayed listing the newly created service request. |
See Also:
Search and view service requests
Editing a service request
Adding a note to a service request
Sending a email reply to a service request
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