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Raise a request for a customer

While your customers can raise a request themselves through the portal and by email, sometimes you might need to raise a request for them. For example, if a customer requests help over the phone, you might want to raise a request for them in your service project.

To raise a request for a customer:

  1. From your service project, select Create.

  2. Select the request type most suited to your customer.

  3. Under Raise this request on behalf of, find your customer using the dropdown or enter their email address.

  4. Fill out the rest of the request details.

  5. Select Send.

Your customer will be emailed a link to their request. New customers will also receive an invitation to finish creating a service project account.

Once the request is raised, it’ll appear in your queues as an issue.

Last modified on Oct 12, 2021
Cached at 5:36 AM on Oct 25, 2021 |

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