Requests Module

The Requests Module is designed for managing internal or customer-related requests that require follow-up and tracking. Unlike Reminders, Requests are assigned to a specific user, have notification functionalities, and allow for status updates that can be tracked by both the requester and the assigned user. Notifications can be configured to send email updates upon status changes or completion.

Requests Module Overview

When accessing the Requests module, users will see a tracker-style table view displaying all requests currently active in the system. The table format allows for:

• Search functionality – Quickly find specific requests based on key fields.
• Filtering options – Sort and view requests based on user, status, priority, or any other field available.
• Customization – Users can modify which fields appear in the tracker view by navigating to Settings > Modules > Configure Module and selecting the relevant fields. Users can either create a new request manually or have one automatically generated by another module, such as Enquiries or Proposals, when a follow-up action is needed.

Creating a New Request

To add or log a new request:

1. Navigate to the customer, enquiry, proposal or order detail view and click on the + Add Request button.
2. A pop-up window will appear prompting the user to enter request details, including:

• Title/Subject of the request.
• Request
• Send to - select the user

3. Click Save to finalize the request. Once saved, the request will:

• Appear in the Requests tracker view with all relevant details.
• Generate an entry in the Story log associated with the request.
• Notify the assigned user via email (if notifications are enabled).

Managing Requests & Status Tracking

Users assigned to a request can take the following actions:

• Update request status – Select a request from the tracker and modify its status based on progress (e.g., Open, In Progress, Completed).
• Comment on requests – Add notes or updates to the request via the Story log.
• Respond to requests – Users can provide responses directly in the request view.
• Mark as Completed – Once a request is resolved, the assigned user can close it and date it. Any updates made will automatically send email notifications to the original requester (if enabled), keeping them informed of status changes.

Request History & Subscription Tracking

• Requesters can track updates on requests they created via the Subscription Panel in the request details.
• If an update or response is provided, subscribed users receive an email notification with the latest status.
• Users can export request data in CSV format if needed by clicking on the Export button in the Requests module.

Customizing Requests Module

Businesses can customize the Requests module settings, including:

• Changing default statuses by navigating to Settings > Reference Tables > Status_choice.
• Configuring email notifications for requests in Settings > Notifications. For further customizations, users can contact IPGN Solutions to tailor request workflows to their business needs.