Filling Out the Request Form

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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