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 Available in Editions: All Editions

Create Requests

Permission Required: Requests

1. Select the Requests module from the Work Order Management menu and click Create.
   
2. Enter the following details, then Save:
   
1. A Summary of the request
   
2. A Priority
   
3. A Due Date by which the request should be closed
   
4. The Contact for whom the request is being created
   
   You can perform an advanced search for contacts by clicking the Search Contact [] icon.
5. The Company the contact belongs to.
   
6. The Phone number of the contact
   
7. The Email address of the contact
   
8. An Asset
   

   An Asset is added when the service is for a product that you have sold.

   
   

   
   

   
   
9. A Territory
   This field will be displayed only if territories other than the default service territory have been added.
10. A Service Address
    This is the address where the service needs to be carried out. The service address present for the Asset, Company, or Contact will be used, in this order of preference. You can choose any other available address or click Create New.
    
    Upon clicking Create New, the Add Address overlay will be displayed. To add a new address, enter the details and click Save. You can either choose to add an address to the Company/Contact or create a Single Use Address. The Single Use Address can be used only in the current Request record. Click here for the address edit options.
    
11. A Billing Address
    
12. Preferred Date1, and Preferred Date2 for the service call
13. A Preferred Time.
14. Any additional Preference Note regarding the service call
15. A Currency.
    The Currency and Exchange Rate will only be displayed if multiple currencies are enabled.
    
    

Add Requests from Mobile App

1. Select Requests, in the left menu.
   
   
   
   
2. In the Requests screen, tap the add [+] icon.
   
   
   
   
   
   
3. In the Create Request page, enter the necessary details and click Save.
   
   
   
   
4. In the lookup fields, you can do an advanced search.
   
5. In the address fields, you can add addresses.
   
6. The Currency and Exchange Rate will be displayed only if multiple currencies are enabled

1. Click the Edit [] icon on the top right side.
   
2. Make the necessary changes and click Save.