Adding a new service request

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:

 

1.Login to the storefront administration website. The Storefront Dashboard page is displayed.

 

2.On the left Navigation pane, click Service Requests under Customers. 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:

 

Case Status: Select the status of this case from the drop-down box.
Case Priority: Select the priority of this case from the drop-down box.
Case Title: Enter a title for this case.
Case Origin: Enter the origin for this case. Leave blank if unsure.
Case Description: Enter a description for this case.
If existing customer, select account: This allows you to tie this case with an existing customer.
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: