Request Profile
To get to the Request Profile page, use the following steps:
- Find or add a Request: You can search for a specific Request using Find Request or Query Request. You can list all requests using List Request. Or you can add a request using Add Request.
- Click on a request. The Request Profile opens.
Customer Request Overview
The Customer Request Profile page stores all of the request details including the date when the request was made and the reason for it, the priority level, how it was made, its origin, and the status. The profile page also keeps track of to whom the request was assigned, their role, and their responses to each request.
The Assignment Profile page stores similar information regarding assignments.
Customer Request Profile
Adding a request creates the Customer Request Profile. From the Profile tabs, you can add and view assignments, documents, comments, and contact responses.
The Edit button is the only functionality on the Actions Bar.