View or add account requests

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 desired sub-account name.

    2. Navigate to the Recent Requests section to view all open requests associated with the account. 

 

To add a quick-request: 

    1. Go to the Accounts tab and then click the desired account name.

    2. Click Add New under the Recent Requests section.

    3. In the dialog box that appears, add Contact Name, Request Title, and Description.

    4. Finally, click Save. 

 


  1. The account field is selected by default and cannot be modified in the New Request dialog-box.
  2. To create a detailed request, click Add more Details in the new request dialog-box which leads to the request creation page.  
    • Related Articles

    • 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, Edit, or Delete Requests

      View Requests You can view a request by clicking the request title from the request list view page. Click here to learn more about the request list view page and its options.   Edit Requests To edit a request, Open the request details page and click ...
    • Request List View

      You can access the request list view by clicking Requests in the header pane. In the request list view, you can: View requests using filters Create custom filters for requests Open the details page of a request View tasks and requests in the same ...
    • Account Manager

      Account managers are users who take care of their associated customer account(s) and keep them up to date. Account managers can view all requests raised in their associated account and coordinate with support reps to ensure quicker resolution.    To ...
    • Linking Requests

      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 ...