Click on the Go To -> Setup -> Service Request -> Service Request Type -> Check box to allow attachments.
On your quick pane you can select all requests, and once all the requests pull up, you then select "map request".
Search (on quick pane), Choose Search for: Customers, Click Advanced Search, Field drop down menu, choose Custom field to search on.
Click on Go To-> Setup-> Service Request-> Request Origin, from there you can add new items to the list, as well as change any of the existing ones in the list.
Click on Go To-> Setup->Service Request->Service Request Type, click the pencil on any Service Request, then click the "status sets" tab to see the new button.
You can use the link builder to generate links from different pages on the portal side.
When clicking into a question or an answer along with the option to forward that information you can now choose which attachments you would like to forward with the email.
Click on "Create" from quick pane, Click Question, enter your new customer email, phone #, or last name then click search, if customer is not in the system, select add new customer and it will repopulate the field that you searched on.
Click on Go To-> Setup->Service Request->Service Request Type, click the pencil on any Service Request, then click the "Custom Fields" tab to see the new button.
To enable them, click Go To-> Setup-> Question/Answer->Details and make sure "Show" is selected in Custom Fields drop down list located in the Customer Info.
Click on Go To-> Setup -> Customers -> Details-> Edit State/Province Values.
Views (on quick pane) Click Answers->All Answers then click the top left hand corner check box. Click "Update Checked" then you can change the visibility for all the answers.
If you experience an issue when adding a note or saving a request when Spell Check is engaged, please clear your browser's cache. Depending on what browser you are using, you may need to close all browser windows after clearing your history to see...
The parent child relationship can be classified as a request hierarchy. Which can have a one to one relationship or one to many relationship between a parent request and it's children request(s).You will need to first activate this feature under...