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To search and view service requests:
| 2. | On the left Navigation pane, click Service Requests under Sales. The Service Requests page is displayed listing all cases in the database. |
| 3. | To search for a service requests, under the Search Service Requests section, enter any or all of the following: |
| • | Search Keyword: Enter a keyword. This can be a partial Case ID, Title, First Name, Last Name |
or Company name.
| • | Case Status: Select a status for this case. Leave at All, if unsure. |
| • | Click Search. All cases meeting the above search criteria will be displayed under Service Request List. |
| 4. | Click View on the service request to view its details. The Case page is displayed listing the case information, customer information and notes. |
See Also:
Adding a new service request
Editing a service request
Adding a note to a service request
Sending a email reply to a service request
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