Create a Service Request

Let's see how to create a service request.

1. On the Members screen, click the name of the member you want.

2. In the member overview page, click Service Requests.

3. Click Create Service Request.

4. Here is some of the information you enter for your service request:

   • Title. Enter a descriptive title for your service request. This is the only required field.

   • Account. Select your customer account.

   • Primary Contact. The primary contact for the account displays automatically.

   • Severity. Select a severity for the service request, such as Low, Medium, or High. The default value is Low.

   • Critical. Select this check box if your service request is high priority.

   • Category. Select the appropriate category for this service request.

   • Product. If your service request pertains to a particular loyalty product, select it from this list.

   • Queue. Assign this service request to a resource queue.

   • Assigned To. Assign this service request to a service representative.

   • Channel Type. Select a communication channel.

   • Attachments. Click the plus icon (+) to add extra information to your service request, such as screen shots or files.

   • Problem Description. Enter a description for your service request.

   • Loyalty Member. Select a loyalty member from the menu, or click Select to locate or create the a loyalty member.

5. Click Save and Close.