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To edit a service request:
| 2. | On the left Navigation pane, click Service Requests under Customers. 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: |
| • | Case Status: Change the status of this case. |
| • | Case Priority: Change the priority of this case. |
| • | Case Title: Edit the title for this case. |
| • | Case Origin: Enter the origin for this case. Leave blank if unsure. |
| • | Case 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
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