Entering customer requests

To enter customer requests:

  1. Select Operations > Call Center > Call Center.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization of the request.
    Status
    Select the status for the request.
    Source
    Select the request source.
    Type
    Select the request type.
    Class
    Specify the class for the request linked to the work order from the service code.
    Assigned To
    Specify the Call Center employee assigned to the request.
  4. Click Save Record.

    See Viewing customer requests for work orders.