Requests

Requests help you track work that does not fit a standard order or invoice flow but still needs ownership and audit history on the account. Examples include product return authorisations, technical support for outlet equipment, or disputes about promotion compliance or funding.

Capturing these as requests keeps them visible alongside the rest of the customer relationship while letting specialist teams triage and resolve them in the right application.

Create a request

• Open the account the request relates to.
• Use the Related tab to locate Requests (or the object label your administrator uses for this process).
• Select New.
• Enter a clear subject, category or type, and any required fields for priority, owner, or due date.
• Save the record and add notes or attachments as the case progresses.

Link the request to related orders, assets, or promotions when your page layout provides lookup fields so downstream teams have full context.