Configure Service Request Preferences

The Service Request tab contains preferences related to service requests.

  1. From the General tab or home page, click Preferences.
  2. Click the Service Request tab.
  3. Add Caller Type Values that can be assigned to a service request. See Add Caller Type Values for more information.
  1. Add Caller Title Values that can be assigned to a service request. See Add Caller Title Values for more information.
  1. Add Category Values that can be assigned to a service request. See Add Category Values for a Service Request for more information.
  1. In the Default Request Status - New field, select the default status for new service requests.
  2. In the Default Request Caller Type field, select the default caller type for new service requests.
  3. Add Print Templates that can be assigned to a service request. See Add Print Templates for a Service Request for more information.
  1. Add Resolution Values that can be assigned to a service request. See Add Resolution Values for a Service Request for more information.
  1. Add Status Values that can be assigned to a service request. See Add Status Values for a Service Request for more information.

IMPORTANT: The values Cancel and Closed must not be deleted, but the description can be changed.

NOTE: DesignerAdmin automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page. You will see a progress bar in the top-right corner that says saving.