Entering customer requests

To enter customer requests:

  1. Open the Call Center form.
  2. Click New Record.
  3. Organization—Enter the organization of the request.
  4. Status—Select the status for the request.
  5. Source—Select the request source.
  6. Type—Select the request type.
  7. Class—Enter the class for the request linked to the work order from the problem code.
  8. Assigned To—Enter the Call Center employee assigned to the request. The system automatically populates Request Taken By and Request Date.
  9. Click Save Record. See Viewing customer requests for work orders.