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Requires a Service Essentials license or the Core plan.

Edit request fields

  1. Open the request.
  2. Tap the Edit icon ().
  3. Update the fields as needed.
  4. Tap Save.
From a list, swipe left on a request, tap , and select Edit.

What you can update

Your permissions depend on your role, the request category, and whether you are the owner. Most commonly updated fields:
  • Status
  • Priority
  • Owner
Only the owner can update the fields Read status and Last changed.
The fields Created at and Deadline are not editable and do not appear in edit mode.

Change status

You can update the status in one of the following ways:
  • When viewing a request, tap and select Set next request status.
  • From a list, swipe left, tap , and choose Set next request status.
  • Open the request in edit mode, change the status field, and tap Save.

Assign, accept, or delegate a request

To make a request your responsibility, your name must be in the Owner field. To update the owner:
  • When viewing the request, tap and select Set owner.
  • From a list, swipe left, tap , and select Set owner.
Mobile CRM: set request owner -app-screen