How do I turn an email into a service request?
- Your Service address is under Customers in the Directory, and on Requests while New is empty. Press Get a Service address the first time.
- Forward a customer's email to it. It lands on Requests in New, their words kept as they wrote them.
- Open the request. Under the facts, YourCA shows the name, phone, address, trade and urgency it read, each beside the line it read it from. When one of your customers has the address it came from, that customer is shown instead of the name.
- Check them and press Use these. Only then are they put on the request, and a new customer and site made where none was picked.
Worth knowing
Forwarded mail passes through a service outside Australia before YourCA pulls it in, and we cannot delete its copy there.