Once you access the request form, fill out the various fields using the pointers discussed below:
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.
Provide the name of the request. This is a mandatory field.
Select the contact's account from the drop-down list or enter manually.
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.
Choose the product associated to the request. Learn more about Products in SupportCentre Plus here.
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.
Enter the subject of the request. This is a mandatory field.
Explain your request in detail. With the rich text editor, you can include pictures, links, and apply various formatting options to your description.
Attach files relevant to the request. You can attach upto 10 files to a request.
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: