Filling Out the Request Form
Once you access the request form, fill out the various fields using the pointers discussed below:
Field | Description |
Request Template drop-down list | Choose the required request template. This drop-down will be available if you have configured custom request templates. Learn more about this here. |
Name | Provide the name of the request. This is a mandatory field. |
Account | Select the contact's account from the drop-down list or enter manually. |
Request Properties | Provide the request properties such as Category, Subcategory, Item, Status, Level, Mode, Priority, Request Type, and Service Category of the request. Learn more about request properties here. |
Product | Choose the product associated to the request. Learn more about Products in SupportCentre Plus here. |
Support Rep | Choose the support rep to assign the request. |
Email IDs to Notify | Notify users (such as group head of the support rep) about all activities related to the request. |
Subject | Enter the subject of the request. This is a mandatory field. |
Description | Explain your request in detail. With the rich text editor, you can include pictures, links, and apply various formatting options to your description. |
Attachments | Attach files relevant to the request. You can attach upto 10 files to a request. |
Resolution | To add a solution to the request. This field is available in the new request form so that when a contact reports a new request, you can add the resolution and close the request. |
Once you have entered the required details, click Submit Request.
Here's a sample screenshot of a completely filled request form:
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