Request by Date Updated

Overview:

 

If you are a support rep, this section will display a listing of all requests that have been updated during a specified date range.

 

 

 

 

 

1. Ribbon Toolbar:

 

The Service Request Memo Entries ribbon toolbar will present several tabs with varying options to address requests that appear in this view.

 

 

Memo Entered View Tab

 

 

 

 

Memo Entered List Parameters:

 

 

 

 

Preview Pane:

See Also:

 

This section allows you to select how you would like to view the Memo Entered List (grid) and the Memo Entered Detail.  You can select from the following:

 

 

 

 

 

 

 

Default Settings:

 

 

 

 

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

 

 

 

 

Project

 

 

 

 

 

 

 

2. A Project Tree

 

If the request is a member of a project then the project pane will appear (bottom left-hand corner of window) which allows you to view all of the requests which are part of that project. 

 

 

3. Memo Entered List:

 

This section lists all the requests, along with their details, during the specified date updated range.  Note that this section, when first opened, will populate with all requests updated today.

 

 

4. Memo Entered Detail:

          

This section allows a user to see all of the information regarding the request that is highlighted in the Memo Entered List.

 

This pane contains two tabs:

 

 

 

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

 

Back to top

 

See Also:

Requests by Date Opened

Requests by Date Closed

Adding a New Service Request

Adding a New Purchase Request