Linking requests allows you to keep track of requests from different contacts with similar issues. Linking requests is a unidirectional operation with two entities viz. linked request and referenced request. If request A is linked to request B, then ...
Contacts and Support Reps with valid login credentials can log into the application and raise a request. Create a request from the following locations: Home Page Requests Tab You can also import requests in bulk. Learn how to do this here. If you ...
Merging allows you to combine multiple requests into a single request. Merging creates a parent-child relationship. If request A is merged to request B, then request A is the child and request B is the parent. All-time entries, notes, conversations, ...
View contact requests
There are two methods to view all requests raised by a contact. Method 1: 1. To view all requests raised by a contact, click Request tab and click the search button in the Request List View. 2. In the contact name search box, enter the contact ...
View or add account requests
You can manage requests associated with an account from the account details page. To view recent requests: 1. Go to the Accounts tab and then click the desired account name. For sub-accounts, go to the Sub-Accounts section and then click the ...