How to Create a Contact Request Manually¶
In case you need to register a certain request received from a customer by phone or email, you can create a contact request manually from within your Oro application.
Navigate to Activities > Contact Requests in the main menu.
Click Create Contact Request on the top right.
Provide the following details on the page that appears:
Name Description First Name The first name of the person who requested support. Last Name The last name of the person who requested support. Organization Name The name of an organization, on behalf of which the request has been filed, if any. This field is for information and search purposes only. Preferred Contact Method
Choose the contact method to be used on the list. The possible values are:
- Both phone and email
By default, the field is set to Email.
Phone and Email Contact details related to the request. The values are determined by the Preferred Contact Method and must be defined. Contact Reason Choose a contact reason from the list to simplify request analysis. By default, the field is set to Other. To create a new contact reason that can be assigned to a certain contact request, refer to the Contact Reasons topic for more details. Comment The text of the request.
Click Save on the top right.