Review and find phone requests

When to use it

Use this guide when you need to review and find phone requests.

Before you start

• Open USSD from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes

Viewing or downloading this information does not itself change the source records.

You can review the request and who is handling it without changing its status.

Request updates change follow-up assignment, notes and status. Marking completed records that follow-up is finished; it does not create or correct a supplier/customer order.

Steps

1. Open USSD. These are requests made through the phone short-code service.
2. Use the status, request type, and dates to narrow the list. Use Clear to remove filters.
3. Open a request to read Request Details, its phone number, assigned staff member, and notes.
4. If you need a list copy, select Export CSV and check which rows were included.

Screenshot to add: Requests: review and find phone requests. Capture filename: images/review-and-find-phone-requests.png.

Restrictions

You need access to USSD. Check the downloaded rows before assuming an export contains every page of results.

Related guides

• Module overview
• Assign and update a phone request
• Complete a phone request