Record Requests

Note: Some features show in this guide may not appear exactly as shown - and in some cases may be deactivated - due to the features and settings for your particular account.

The Record Requests section allows you to add new record requests or view the added record requests.

View Record Requests

You can view and edit an existing record request by clicking on the Record.

Create Record Request

You can create a record request by clicking ADD NEW on the Record Request Page.

A pop up form will appear, where you need to select the user for whom the record is being requested and select the following option as shown on the screenshot.

After selecting the desired option, a dropdown menu will appear, with which you need to select the appropriate option for creating a new record request.

Once you’re done adding the record, click CREATE RECORD REQUEST.

View Record Requests

You can view the record requests in the record requests grid as shown in the screenshot below.

Click on any of the record request to view the details in the form.