Perform the following steps to create a General Request.
Click SupportGeneral Requests.
Click NewGeneral
Request.
If there are alternate addresses, click the
check box to the left of the address you want to use.
Type a brief description (no more than 40
characters) in the Description
field on the General Data tab.
Type the request in the Notes field. You can enter as much
text as
necessary.
Tip: You can enlarge
the text area using the hyperlink on the right “Maximize Text Area”.
Click the Products
tab.
Click the Select Products
button to display a list of all possible service products.
Click the checkbox to the left of the service product you
need.
Click
the Choose Product
button.
Click the Question
Category
tab.
Click the
Overview
drop list arrow and select
Question Category.
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.
To select a category, click the checkbox
to its left (it will turn orange), then click the Confirm button.
Click the Attachments
tab to upload a
document or other file that might be related to the request.
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.
Click
Save.
The
system assign the request a unique transaction number. Record this in
case you need to
refer to it later.