Company Request History

Overview:

 

This function allows you to retrieve a history of all requests logged by a selected company.  From the company history you can view recent requests, reopen requests or check if a request has been logged for a particular company to avoid logging a duplicate request.

 

 

 

1. Define Criteria:

 

 

Define search criteria to obtain a listing of companies which you wish to find.  Search by Company Name, Telephone, Fax, etc.

 

 

2. Company Listing

 

 

This section displays search results for the company being searched for.  Each company listed will display the name, telephone (if entered), and fax number (if entered).

 

Viewing Company Request History From a Request

 

 When invoked while opening or updating a request, the request history is retrieved for the company of the requester associated with the active request.

 

When invoked from the HelpSTAR home page, you can click the "Request" command in the ”History” group and select "Company Request History" from a popup menu to display the "Find a Company" window.

 

All companies will be listed (unless there are more than 40 in your database, in which case you can perform a search).

 

Double-click on a specific company and you will be prompted for a date range. You have the option to view the requests for ’All Dates’ or for a specific date range (ie.’This Month’, ’This Week’, etc.) to narrow your search.

 

 

Select a date range or leave it at the default to view all requests logged by the company. Click "OK" and a list of requests associated with users in the selected company will be displayed.

 

You can double-click on the requests to view and update the request's details.

 

 

This window contains 4 different areas.

 

1. The Ribbon Toolbar

 

 

The ribbon toolbar will present several tabs with varying options to address requests in the Company Request History window.

 

 

Request History View Tab

 

 

 

Preview Pane

 

 

This section allows you to specify how the Company Request History List (grid) and the Request Detail should appear.

 

 

 

 

 

 

 

Default Setting

 

 

 

 

 

Request Tab

 

 

 

 

Insert

 

 

 

 

 

Change Property

 

 

 

 

 

 

 

Move To

 

 

 

 

 

 

 

 

Schedule

 

 

 

 

 

 

Set Importance

 

 

 

 

Edit Memo

 

 

 

 

Automatic Email Update

 

 

 

 

For more information please see Automatic Email Updates.

 

 

Communication

 

 

 

 

 

Recurrence

 

 

 

Lookup Tab

 

 

 

 

Properties

 

 

 

 

 

History

 

 

 

 

 

Search

 

 

 

 

 

 

Project Tab

 

 

 

 

 

 

 

2. Project Pane

 

 

If the selected request in the request listing is a member of a project, this project preview pane will appear.  Here you can view the project that this request is a part of.

 

 

3. Request History List

 

 

This section allows you to view all requests created from a specific company.

 

4. Request History Details

 

 

This section will allow you to view detailed information regarding the request selected in the Request History List.

 

This pane contains two tabs:

 

 

 

Note: An Attachments tab will also appear if attachments have been made to a request.

 

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See Also:

Company Contact History

Company Properties

Organizational Unit Request History

User Request History

Adding a New Company