Create request

Audience:
person
•
Version: 10.5
• 1 minute to read
 • 1 minute to read

You can create a new request in SuperOffice Service based on the sender and contents of an email message. The request is automatically linked to the correct company and contact if recognized.

Steps

  1. Select a message in the inbox.

  2. Click the Archive button () and choose Create request.

  3. The Create request dialog opens with fields prefilled based on the email:

    • Choose the appropriate category for the new request.
    • Update the subject, priority, or other fields as needed.

    Create request dialog with email content inserted as message -screenshot

  4. Click Save to create the request.

    • If the sender is recognized, the request is automatically linked to the correct contact and company.
    • If not, the sender is registered as a new contact in SuperOffice Service.

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