| Excerpt | ||
|---|---|---|
| ||
Find out how to ....accept a Service Request |
What does this section cover?
| Table of Contents | ||
|---|---|---|
|
What
is Acceptingis Service
RequestsCRM.COM ..............
Validations &Request Acceptance?
Assignable Entities which are assigned on a Unit and not a specific User, need to be accepted in order to be closed. If the entity is not accepted then a specific user cannot be specified by using the "EDIT" button although the rest of the information can be modified.
Whenever an Assignable Entity record is accepted, the assigned to user field is set equal to the user that accepted the record and the assigned to unit is set equal to the unit that the user used to log in.
Validations and Restrictions
| Action | Validations | ||
|---|---|---|---|
| Accept |
|
Accepting Service Requests
- Navigate to PATHService Requests
Search for the Service Request
Click on the number/name of the recordyou would like to
access, to go to the Data Entry pageaccept
Tip Use Assign To Unit filter to find activities assigned to your Unit
- From the Action Menu click on Actions ACTIONS > "Suspend Account"ACCEPT"
The service request will be assigned to the user you have used for logging in the system.
| Note |
|---|
Visit /wiki/spaces/WIP/pages/10010220 Service Request for business examples related to Accepting Service Requests |
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||
Related Areas
|
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Popular Labels
|