Service Requests
Sending Emails to Contacts for Service Requests
In the Service Request workspace you can send an email to each Household, Company, or Contact in a service request. This will include the person in the For field of the service request, and each person listed on the Contact’s tab. To do this, mouse ...
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 ...
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 ...
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 ...
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 ...
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 ...
Merging pending service requests with existing service requests
You can merge duplicate service requests. If you are merging service requests for different entities, the target service request will include all entities from both service requests. To merge a pending service request with an existing open service ...
Accepting pending service requests
A pending service request is created when a customer sends a request for assistance or a complaint. You can accept a pending service request and assign it to a user or multiple users. To accept a selected pending service request, click the More ...
Automatically create service requests from emails
Gorilla 5 CRM can automatically create service requests based on incoming emails from your customers to your support team's mailbox and notify your customers that the service requests have been created. This automated process enables support teams to ...
Viewing service request record details
Click on a service request record link in the data table to open the detail page for the record. The detail page displays the service request banner at the top of the page. The banner contains information about the request, such as whom the request ...
Viewing service requests in the data table
The Service Requests workspace and the Service Requests tab on the Contacts workspace display a data table that shows the service request records. You can search for and filter service request records, you can add new service requests, and manage ...
Service Requests
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 ...