Requests tab

The Requests section tab in SuperOffice CRM allows users to view and manage Service requests (tickets) associated with specific entities, such as companies and contacts. This guide provides a unified overview of how to access and interact with request records, improving the ability to handle customer interactions efficiently.

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Availability of the Requests section tab

The Requests section tab is available for:

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Requests tab columns overview

The Requests section tab contains the following columns to provide key information about each request:

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View requests in the Requests section tab

1. Go to the relevant screen, such as Company or Contact.
2. Click on the Requests tab to see all requests linked to the entity.
3. Double-click a request in the list to open it in a separate window and access full details.

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Include closed requests

To include closed requests in the list, check the Closed box at the bottom of the section tab. This provides a complete view of both open and closed requests associated with the entity.

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Creating a request

1. In the Requests section tab, click Add to create a new request for the contact.
2. Fill in the request details as needed. The Contact field is prefilled based on the person you were viewing.
3. Click Save to register the request.

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Editing a request

To edit a request directly from the Requests section tab:

1. Locate and double-click the request you want to work on.
2. In the window that opens, click Edit () to begin updating the request details.

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Link requests

You can create relationships between requests directly from the Requests section tab. This is useful for tracking connected issues, dependencies, or hierarchical relationships between requests.

1. Right-click a request in the list and select Relations.
2. Choose the relation type (related, parent, or child).
3. Select an existing request to link to, or create a new one.
4. Optionally, add a comment that describes the relationship.
5. Click Relate to create the link.

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Additional tips

• Tracking requests: Monitor open issues and ensure timely responses.