A service request is a detailed record of a request or a complaint from a client. Service requests are used to manage and track client issues.
Support managers can assign the service requests to members of their team.
Service Requests workspace
The Service Requests workspace allows you to create, display, and edit service request information. Use the Service Requests workspace to manage your service requests.
On the Service Requests workspace, you can:
- Search for and find service requests using filters
- Automatically create service requests based on incoming customer emails to your support team's mailbox
- Manually add service requests
- Accept pending service requests and assign them to support team members
- Edit service requests
- Merge pending service requests
- Cancel open or pending service requests
- Close open service requests
- Reopen canceled or closed service requests
- Delete a service request and bulk delete service requests
- Add activities to service requests
- Add contacts to service requests
- Email contacts for service requests
- Close service requests
Related Articles
Editing service requests
After adding a service request, you can modify it from the service requests data table or from the service request's banner on its detail page. You can edit details such as the severity and priority of a service request. To edit a service request in ...
Deleting multiple service requests
You can delete multiple service requests. You need the appropriate privileges to delete multiple service requests at one time. To delete multiple selected service requests, click the Delete button in the data table toolbar. The service requests are ...
Canceling service requests
You can cancel pending or open service requests on the Service Requests workspace. To cancel a selected service request, click the More Actions button , and select Cancel . In the Resolution Comment field, provide comments. You can reopen a ...
Adding Service Requests
You can add a new service request in the Service Request workspace, or in the Service Request tab within an individual’s record. To do so, click the Add button and select Service Request. Fill in the information in each of the three tabs. Detail Tab ...
Closing open service requests
You can close an open service request on the Service Requests workspace by clicking the More Actions button and selecting Close . In the Stage drop-down in the Close Service Request dialog, select Closed . In the Resolution Comment field, enter ...