Create Requests

1. Select the Requests module and click New Request.
   
2. Enter the following details* and click Save:
   
1. A Summary of the request
   
2. A Priority
   
3. A Preferred Slot for the service call
   
4. A Preferred Start Time and a Preferred End Time for the service call.
   
   These fields will be displayed only if the value Preferred Time is chosen in Preferred Slot field.
   

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   You can customize the Preferred Slot field to include new groupings. To do so, follow the steps below:
   
1. Navigate to Setup > Customization > Modules and Fields and click Requests module.
   
2. Click Standard layout.
   
3. Click more options [  ] icon for Preferred Slot field and select Edit Properties.
   
4. Add new values for Pick List Properties and click Done.
   
5. Save the changes.
   

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   Any additional Preference regarding the preferred time
   
6. A Due Date by which the request should be closed
   
7. A Service Address
   This is the address of the customer's location where the service task needs to be carried out. If a Service address exists for the customer, then on selecting a value in the Customer field, that address is filled in the Service address field. If the Service address does not exist then you can choose any other address available for the customer or click Create New.
   
   On clicking Create New, the Add Address overlay will be displayed. To add a new address, enter the details and click Save.
   
   
   
   

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   The Create New option will be available in the Service Address field if the following setting is in place:
   
1. Navigate to Setup > Customization > Layouts.
   
2. Select Request Information section.
   
3. Click more options [  ] icon for Service Address field and click Edit.
   
4. In the Service Address properties pop-up, select the checkbox for Enable Quick Create and click Save.
   
Click here for the address edit options.


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8. A Billing Address
   
9. The Territory in which the customer is located
   
10. The Customer (if applicable) for whom the request is being created
    
    This field will be displayed if options 1, 3, or 4 are chosen for mapping the entities in Zoho FSM with those in Zoho Books. You can perform an advanced search for customers by clicking the Search Customer [] icon.
    
11. The Company (if applicable) the customer belongs to.
    
    This field will be displayed if options 2, 3, or 4 are chosen for mapping the entities in Zoho FSM with those in Zoho Books.
    
12. An Asset
    
    An Asset is added when the service is for a product that you have sold.