Editing a service request

To edit a service request:

 

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

 

2.On the left Navigation pane, click Service Requests under Sales. The Service Requests page is displayed listing all service requests in the database.

 

3.Click Edit on the service request you want to edit. Edit Service Request page is displayed.

 

4.Enter the following details:

 

•Status: Change the status of this case.
•Priority: Change the priority of this case.
•Title: Edit the title for this case.
•Origin: Enter the origin for this case. Leave blank if unsure.
•Description: Edit the description for this case.
•If existing customer, select account: Select the account, if this is a existing customer.
•First Name: Edit the customer's first name.
•Last Name: Edit the customer's last name.
•Company Name: Edit the company name. This is optional.
•Email ID: Edit the email address.
•Phone Number: Edit the customer's phone number.

 

5. Click Submit. The Service Requests page is displayed after updating the edited details.

 

 

See Also:

Search and view service requests

Adding a new service request

Adding a note to a service request

Sending a email reply to a service request