Back to Service Requests Main Page
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Learn how you can to configure Service Requests Categories |
Request Categories |
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Table of Contents
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Navigating to Service Request Categories
What are Service Requests Categories| Info |
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CONFIGURATION > CRM APPLICATION > SERVICE REQUESTS > SET UP CATEGORIES |
What are Service Request Categories?
Service Request categories are used to classify service requests Categories is a module used to classify Service Requests into generic groups based on specific similar attributes that they share.
- Navigate to Service Request Categories and explore existing entries via the Summary page. Service Request
- Categories follow a hierarchical
Creating, Editing & Deleting Validations & Restrictions
- structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
- Click on the link (Name or Number) of the entry of your interest to open a modal with the related details. Select an existing Service Request Category for the 'parent' to make the Category a 'child' or erase the 'parent' name to make the Category a 'parent' itself.
- Either SAVE the changes or cancel (X) and go back to the Summary page.
- Create a new Service Request Category (ADD) or delete an existing one (REMOVE).
- Use EXPAND ALL to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'.
Check the Validations Table below for a list of available Actions when working with Service Request Categories including each Action's related validations and additional information. View the AttributesTable for a comprehensive description of Service Request Categories fields.
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| Action | Validations | Additional Information |
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| Delete |
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An * indicates a field is mandatory.
Name | Description |
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| Name* | The name of the Service Request Category. |
| Code* | The code for the Service Request Category. |
| Description | The description for the Service Request Category. |
Parent | The 'parent' of the Service Request Category, unless the Service Request Category is a 'root'. |
| Classification | The classification of the Service Request Category. The Classifications are predefined and only one is allowed to be set for each Category entry. The available Classifications are:
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