Note
This form can be used to add a new event to the Communications tab, i.e. a note, phone call minutes, minutes from a face-to-face meeting, etc.
Options:
-
Command Panel
- OK - save event to Communications
tab
- Attachment - attach an attachment. This command has the same function as the Add attachment button
in the form.
- Note/Phone call/Personal Meeting - if applicable, change the type of event you want to create. If you select the Message event type, the form will change to the Message form to send an email message.
- Transit to status - move to another request status according to the solving process
- Subject - enter the subject of the event.
- Text- type more detailed information about the event.
- Attachments - list attachments
- Add attachment - select the file you want to attach as an attachment. You can also attach files by dragging and dropping them into the form.
- Date and Time - edit the date and time of the event if necessary.
- From - change the author of the event if necessary.
- To Whom - if applicable, indicate with whom you have spoken on the phone or had face-to-face discussions.
- Display to requester - turn on if you want the requester to see the event on the Communications tab of the selected request.
- Waiting for requester - turn on if you want the time since the event was written to count as waiting for requester.
- Important - enable this option when there is an important event, such as a request being submitted or refined. On the Communications tab, the event will be highlighted with a blue flag symbol.
- Request solution - enable this option if the event contains a description of how to resolve the request. On the Communications tab, the event will be highlighted with a green flag symbol.
- Cost Report - Alternatively, show the work time spent resolving the request.
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