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Add Request

Modules>Fundraising>Requests>Add - Customer Request

A Request is added when an Individual customer asks for something such as membership information, billing information, or collateral. Requests can also be used to track phone calls.

To add a Customer Request, use the following steps:

  1. Go to Modules>Fundraising>Requests>Add Request.
  2. In the Customer section, use the following steps to select a Customer:
    1. Use the customer field to search for the name of the customer in the Customer list.

    2. As you enter information in the search field, a pop-up window with a list of customers with matching information appears. As you continue to add characters in the search field, customers which no longer match the information in the search field are eliminated from the list.

      Entering information in a search field then clicking the Look Up button opens a List - Cutomer page. The customers on this page match the information entered in the search field.

    3. Select a customer:
      • From the pop-up window: Click on the name of the customer who is making the Request.
      • From the List - Customers Page: Click the arrow next to the customer who is making the Request.
    4. The name of the customer you selected is entered in the customer field.
  3. After selecting a customer, fill in the following fields of the Customer section:
    4. Field Name Required? Description
    organization N/A This field automatically fills when the customer is already associated with an organization in the database. and cannot be edited.
    opportunity No Use the dropdown list to select the related opportunity.
    preferred communication method No Use the dropdown list to select the customer's preferred communication method.
    request on behalf of No This field automatically fills and cannot be edited.
  4. In the Request Activity section, fill in the following fields:
    5. Field Name Required? Description
    origin Yes Use the dropdown list to select how the request came to the organization.
    activity Yes Use the dropdown list to select the related activity.
    reason Yes The selections available here depend on which activity is selected. lkjiojopij NEED TO ADD TEXT
    summary Yes Enter a summary of the customer request.
    detail No If desired, use this field to record further detail about the request.
    status Yes Use the dropdown list to select the current status of the request.
    priority Yes Normal is auto-selected. You can use the dropdown list to select a different priority.
    automatically send email notification to customer No Automatically selelcted. Click the checkbox to deselect this option.
    automatically send fax notification to customer No Click the check box if you wish to automatically send a fax notification to the customer.
    assign request No Automatically selected. Click the checkbox to deselect this option.
    date No Auto-fills with the current date. Use the calendar widget to enter a different date.
  5. You can use the Assignments section to assign tasks related to the Customer Request to an individual staff member, organization, or group of individuals. To add an assignment, click the Add button , then fill in the following fields:
    6. Field Name Required? Description
    assign No Automatically selected. Click the checkbox to deselect this option.
    route to No Use the dropdown list to select an assignee.
    role No Use the dropdown list to select a role.
    priority No Use the dropdown list to select the priority level of the request.
    special instructions No Enter special instructions, if any.
    due date No Use the calendar widget to set the due date.
    e-mail No Automatically selected. Click the checkbox to deselect this option.
    source code No Use the dropdown list to select a source code.

    Note: An activity may have one or more related Assignments which will be automatically displayed in the Assignments section when the activity is selected.

  6. You can use the Documents to add a document to the Customer Request. To add a document, click the Add button then fill in the following fields:
    7. Field Name Required? Description
    include No Automatically selected. Click the checkbox to deselect this option.
    document# No Use the dropdown menu to select a document number.
    summary No Automatically fills with the document summary, if any, and cannot be edited.
    send via email No Select the checkbox to indicate the document should be sent via email.
    send via fax No Select the checkbox to indicate the document should be sent via fax.
    send via regular mail No Select the checkbox to indicate the document should be sent via regular mail.
    send web link No Select the checkbox to indicate the document should be sent via web link.
    member correspondence template No Use the dropdown list to select a template for the member correspondence.
  7. Click Save. The Customer Request Profile appears.