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Service Requests via Email in CentraHub CRM (Email to Request)

CentraHub CRM allows your customers to raise service requests through emails. These service requests would be automatically saved in the Request tab of Service application in the CRM.

How to Generate Service Requests through Emails

How to Generate Service Requests through Emails

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1. Access the CentraHub CRM settings and type ‘email’ in the search box.

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2. Access the drop-down list of module customization and click on Email to Request.

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3. On the Email to request list page, Click on New Email to Request.

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4. In the email to request page, add the required details:

Field Specification of Email to request:

Email

The email from which the request is being raised.

Password

Enter the email password to login.

Category

Select the category of request from the drop-down list.

Sub-Category

Choose the sub-category of the request.

Issue

Select an issue from the drop-down list.

Location

Enter the location from where request is being raised.

Active

Click on the checkbox to activate email to request.

5. Click on Save. A service request would be raised.

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