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How to Create a Contact Request Manually

For troubleshooting purposes, you can also create a contact request from within your Oro application.

  1. Navigate to Activities > Contact Requests in the main menu.

  2. Click Create Contact Request on the top right.

  3. 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
    • Phone
    • 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.
    Comment The text of the request.
  4. Click Save on the top right.

Note

If you use OroCRM+Commerce application, you can also relate a contact request to a customer user or a website, if necessary.

Browse maintained versions:
current1.102.02.32.6
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