Available in OroCRM Available in OroCommerce

Manage Contact Requests in the Back-Office

Contact requests are used to track contact with individuals who are requesting information such as product information, support, partnership information, or any other types of assistance. Oro has a standard embedded contact form out-of-the-box for you to add to your websites. When your customers use this form, contact requests are automatically generated and added to the page of all contacts in your Oro application.

Additionally, contact requests are used for consent management purposes when a customer declines a consent in the OroCommerce storefront. When the Declined Consent Notification option is enabled for a specific consent, a notification is created in the back-office as a contact request to inform that the consent has been declined. Read more information on consents in the relevant Data Protection and Consent Management topic.

See a short demo in our media library on how to create and manage contact requests or keep reading the guidance below.

Create a Contact Request

In case you need to register a certain request received from a customer by phone or email, you can create a contact request manually from within your Oro application.

  1. Navigate to Activities > Contact Requests in the main menu.

  2. Click Create Contact Request on the top right.

  3. Provide the following details on the page that appears:

    Name Description
    First Name The first name of the person who requested support.
    Last Name The last name of the person who requested support.
    Organization Name The name of an organization, on behalf of which the request has been filed, if any. This field is for information and search purposes only.
    Preferred Contact Method

    Choose the contact method to be used on the list. The possible values are:

    • Both phone and email
    • Phone
    • Email

    By default, the field is set to Email.

    Phone and Email Contact details related to the request. The values are determined by the Preferred Contact Method and must be defined.
    Contact Reason Choose a contact reason from the list to simplify request analysis. By default, the field is set to Other. To create a new contact reason that can be assigned to a certain contact request, refer to the Contact Reasons topic for more details.
    Comment The text of the request.
  4. Click Save on the top right.

Note

If you use OroCommerce application, you can also relate a contact request to a customer user or a website, if necessary.

Display the additional section with the options to select a customer user or a website

Create a Contact Request from a Third-Party Application

Add the code for the form to your website, as described in the Embedded Forms guide topic. Every time a customer completes the form, the information is automatically synced to your Oro application.

Note

Use the Contact Request form type for your website. Other contact request types can be developed in the course of integration, according to your specific business needs.

View and Manage Contact Requests

The ability to view and edit contact requests depends on the specific roles and permissions defined in the system.

All contact requests can be viewed from the page of all contact requests under Activities > Contact Requests in the main menu. From this page, you can view, edit, and delete contact requests.