Submit a Service Request

FIGURE 1

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To submit a service center request, you must complete the online form (see Figure 1). Here's an overview of the fields on this form.

1. View List of Service Center Categories: click on this link to view a full list of ticket types by department with subcategories.
2. Submitted By: Your name shows here by default. Sales Assistants may also submit items for their Reps.
3. Requested By Date: You can set the date to indicate when you need to have this request completed.
4. Client: This field is linked to your CRM. For some request types, this field will be required. If you type in a few letters of the clients name, a list of matching contacts from your CRM will display. If you select one of these client's name, the service center ticket will be linked to the contact card. Once the client's contact is linked to the service center request, you can also use the data to populated the required laserapp forms . NOTE: you must select a client from the list to properly link the client's contact to the ticket. If you have done this, a green check mark will show to the right of the client field.
5. Department: Choose the Department who will handle the type of request that you are submitting. The request type and request subcategory menus are specific to each department. Choose a department first to see the available request types.
6. Request Type:This drop-down menu contains the request types for the department chosen above.
7. Request Subcategory: If subcategories are available for for the request type, you can choose them here.
   NOTE: After you have chosen the categories, a link to the required form will be displayed, if a form is required for that submission type. Click to download a copy of the form. Then, complete and attach the form to your request.
8. Priority —Use this menu to select the priority of your request.
9. Account Number: Provide this when appropriate. Many NFS Account Maintenance request types will require this field.
10. Description: Use this text field to provide a description and any additional information regarding the request.
11. Attachments 1- 5: This section allows you to upload and attach supporting documents or required paperwork. You can attach up to 5 supporting documents for your request. The system will accept pdfs, word files, excel files, images, powerpoint, etc. Almost any file type can be attached.
12. Submit Request: Click this button to submit the request to the home office. When you have submitted a request properly, you will get a confirmation screen that contains a confirmation number.
    
13. Clear Form: Click on this button to clear the entire form.