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Logging a request

Requests are typically used for logging calls and requests for further information.

  • To add a request go to the case
  • Click on the '+' symbol - you will see a pop up
  • Add the details of the request
  • You can attribute the request to an existing contact or create one. Read more about contacts.
  • You can also assign this to a team member. When you do, they will receive an email and see it in their assignments list.
  • You can also assign a deadline and upload an image
  • Click on 'save' to add it to the case

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