Requests are for anything that is not already a task: a question about your account, a change to a service, a contact update, or access to a document. They are tracked, so nothing gets lost in email.
Choose the type
- General question
- Service change
- Team or contact update
- Document access
Steps
- Open Requests and choose New request.
- Pick the type and a priority. Normal fits most requests.
- Add a subject and details. Both are required, and a clear subject helps the right person pick it up.
- Submit. You see Request submitted.
Your draft autosaves in your browser, so you will not lose it if you navigate away on the same device.
Note
Not sure whether to use a request, a message, or a support case? Requests are for changes and questions about your services. Messages are for ongoing conversations about active work. Support cases are for problems with the product or your account.
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