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2.3. Searching for Existing Requests

Searching for Existing Requests

HelpSpot allows you to find easily a request based on a specific word in request, the caller, the computer name, the date and time, the category, and other details.

 

To search by name:

Open your Workspace.  From Left Bar Navigation, enter the customer's username or customer's first or last name, or the request number in the search box for a quick search (or click on the Advanced Search link underneath the box for more options). 

 

To search by word in the request:

Open your Workspace.  Click on Advanced Search and then the Full Text tab.  Type in the word and click on Search.  Click on the appropriate link to open the request.  More search information:

 

 To search by other details in the request:

 Open your Workspace.  Click on Advanced Search and then the Detailed tab.  Type in the specifics and Search.  The results will be displayed; click on the appropriate link to open the request. 

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