Create a General Request    

Perform the following steps to create a General Request.
  1. Click Support arrow General Requests.
  2. Click New arrow General Request.
  3. If  there are alternate addresses, click the check box to the left of the address you want to use.
  4. Type a brief description (no more than 40 characters) in the Description field on the General Data tab.
  5. Type the request in the Notes field. You can enter as much text as necessary.

    Tip  Tip: You can enlarge the text area using the hyperlink on the right “Maximize Text Area”.

  6. Click the Products tab. 
  7. Click the Select Products button to display a list of all possible service products. 
  8. Click the checkbox to the left of the service product you need.
  9. Click the Choose Product button.
  10. Click the Question Category tab.
  11. Click the Overview drop list arrow and select Question Category.

    Note  Note: If the list of possible choices displays on more than one page, use the page up and down arrows on the right side of the window to view all choices.

  12. To select a category, click the checkbox to its left (it will turn orange), then click the Confirm button.
  13. Click the Attachments tab to upload a document or other file that might be related to the request.

    Important  Important
    It is important for you to classify the nature of the inquiry or request using the Question Category tab. This is used to correctly route the request to the appropriate Sage Support Representative.

  14. Click Save. The system assign the request a unique transaction number. Record this in case you need to refer to it later.
  15. Click Go To arrow  List to close the record.

See Also
General Requests Overview
Search for a General Request
Managing Support Tickets and General Requests