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Associating Activities with a Service Request

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After creating the service request and supplying the product information, an agent can associate follow-up activities with the service request to assist the customer and close the request in a timely manner.

To associate activities with a service request

Navigate to the Service Requests screen, and from the Show drop-down list select All Service Requests.
In the Service Requests list, select the service request, and then click the Activities view tab.
In the Activities list, add a record.
In the record, complete the fields, and then save the record.

NOTE:  Activities cannot be updated, and new activities cannot be appended to a closed service request.

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