Forward request to external contact

Audience:

person

Some tooltip text!

• 2 minutes to read

 • 2 minutes to read

As a request handler, you are not always able to answer a request, even with the help of your colleagues. Sometimes, you may need to ask for help from others, for example, by getting advice from a sub-supplier, a partner, or a business specialist.

You can forward a complex or problematic request to an external contact in an email. After the person on the other end responds, their email will automatically be saved in the request in SuperOffice. Of course, the customer will not receive any of this email communication. When you have the solution for your customer, you can answer the customer by replying in the request.

Forward a message

1. Open the request.

2. Click the Messages tab.

3. Click on the Forward button or click on Task menu on the message you want to forward, and select Forward. A new message opens in edit mode.

   

4. Add a recipient in the To field. Click the Cc/Bcc button (to the right of the message) to add recipients on copy or blind copy.

5. Edit the message.

6. Click in the toolbar and add any relevant documents as attachments to the request.

7. Click Send. The message is sent.

Forward multiple requests

1. From a list or selection of requests, select the requests you want to forward.

2. Click the Task button in the lower left corner.

3. Select Manage and Forward requests.

4. Under Add recipient(s), add a recipient in the To field. Click the Cc/Bcc button (on the right side of the message) to add recipients on copy or blind copy.

5. Optionally, check Close request after forwarding.

6. Under Comment, you can enter a comment, which will then be added both to the email message and to the request as an internal message.

7. Click Forward. The requests are sent.