Creating a Service Request

customertrax 1. Handle CRM 1.0, x. Uncategorized

Creating a Service Request is similar to creating other activities in Handle (Creating a new Activity). Service Requests can be created from the main navigation bar, an account, or in other activities, such as an Opportunity.

The Service Request default form is shown below. It contains a number of standard fields and groups to link information with minimal data entry e.g. inventory or customer equipment records. If you have a Handle Platinum license this form can be customized. Contact CustomerTRAX to find out more.

It is important to note that every request has a “Status.” The status field indicates where it is at in the process. Many organizations choose to customize these options to match their terminology. Additionally it may be advantageous to lock down who has rights to move it from one step to the next.

  1. All fields listed below can be required before saving and are available in our advanced search.
    1. Account
    2. Create Date
    3. Requested By
    4. Title
    5. Description
    6. Notification
    7. Status (customizable)
      1. Active
      2. Requested
      3. Completed
    8. Labor Type (customizable)
      1. Internal
      2. External
      3. Warranty
    9. PO Number
    10. WO Number
    11. Request No Later Than Date
    12. Est. Completion Date
    13. Base Machine Bundles
    14. Parts/Other Bundles
    15. Machine Attachments
    16. Delivery Prep
  2. Associated groups for creating and linking information (customizable)
    1. Inventory
    2. Account Equipment
    3. Attachments

The Service Request QuickAdd displays when selecting “New” from any other entity like a sales call or opportunity. This screen has the minimal required fields to enter a request quickly. The QuickAdd screen can be customized based on your organization’s requirements.

  1. Description (required)
  2. PO Number (required)
  3. Link Account Equipment


customertraxCreating a Service Request