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Creating Service Requests Using the GO Button (End User)

Call center agents and relationship managers often review the Financial Accounts screen to answer customers' questions about their accounts. During these conversations, customers frequently request changes to their accounts. Enter a change, such as a fee reversal or statement copy, by clicking the GO button from the Financial Accounts screen.

The GO button allows end users to choose from a predefined list of service requests for a given account type. After selecting the GO button, a user is automatically navigated to the view in the Service Requests Screen to handle that type of request. The contact and account are automatically associated with the new service request.

To create a service request using the GO button

  1. Navigate to the Financial Accounts screen > Financial Account List view.
  2. In the Financial Accounts list, drill down on the desired account, and click the More Info view tab.
  3. In the New Service Request drop-down list, select the type of service request to create, and click GO.
  4. In the resulting Service Request view, complete the necessary fields.
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