In Requests, choose New request and select a Type. The available choices are General question, Service change, Billing, Document access, and Team / contact update.
Choose the closest match to the outcome you need. Use Document access for a question about finding or accessing a file, for example, and Team / contact update when the request concerns the people or contact information associated with your workspace.
The type helps describe the request, but the Subject and Details still need to explain the actual problem. Include the relevant company, record title, and the change or answer you need. A short subject that identifies the issue is more useful than repeating the selected type.
Selecting a type does not itself change billing, grant access, or update team permissions. Submit the request and look for Request submitted. The team can then review the information and respond in its conversation. If the work belongs to an existing open request, reply there instead of creating a separate thread solely to choose a different type.
Was this article helpful?
Tell us whether this answered the question you came with.