Configure new request settings

Control how customers create new requests and whether terms must be accepted.

The New request section controls the request form in the portal.

Use it to define the button text and any required terms.

1

Open the portal

Open the portal you want to edit.

2

Open New request

Select New request in the left menu.

3

Set the button text

Enter the text customers should see for the action button.

4

Decide whether acceptance is required

Enable the acceptance option if customers must accept terms first.

5

Add the explanatory text

Enter the terms or explanation shown before submission.

6

Save the settings

Click Save.

Good uses

• add clear button text
• require acceptance for service terms
• explain what customers must provide

Frequently asked questions

Can I require customers to accept terms?

Yes.

Enable the acceptance option in this section.

What happens if I leave the terms empty?

No extra explanation is shown there.

Can I change the button text?

Yes.

That text is fully configurable per portal.

Related topics

• Customer Portal
• Create a work order in Customer Portal
• Create a Customer Portal