Change Request Status

  • Updated on Oct 27, 2025
  • Published on Jul 28, 2025
  • 3 minute(s) read
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This article will show you how to change the status of requests in different views, as well as multiple requests at once.

Important Notes

  • Internal personnel are not able to change the Acknowledged, Closed, or Reopened statuses.

  • A request can only be changed to the Closed status by an Owner or Manager on the organizational account.

  • A Closed request status can only be changed to Open. Acknowledged, In-Progress, and Needs Review are not available options.

  • An Archived request cannot be reopened.

Checkbox Instructions

  1. Sign in to your site

  2. Navigate to the Requests tabThe CRM home page, with the Requests Tab highlighted.

  3. Check the requests you wish to modifyRequest checkboxes.

    Note:

    To change requests in bulk, select multiple checkboxes before moving on to the next step.

  4. Click Change Status at the topThe Requests Tab with the Change Status Button highlighted.

  5. Select the appropriate statusStatus options.

    • Open: The request is accepted into the organization

    • Acknowledged: A member of the organization has acknowledged that the request exists

    • In Progress: Indicates that the request is actively being worked on

      Note:

      This status is displayed internally only.

    • Needs Review: Let other members know the request is being reviewed internally

      Note:

      This status is displayed internally only.

    • Closed: The request has been completed and will automatically be archived with seven days of inactivity, with status updates and further commenting

  6. Add a commentAdd a public comment text box.

    • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

    • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

    • Insert Prepared Content: You can select prepared content from the list to add to the comment.

  7. If desired, select Choose File to upload a supporting fileChoose File button.

  8. Click Update to change the status of the selected requestsUpdate button.

Inside the Request Instructions

  1. Navigate to the Requests tabThe CRM home page, with the Requests Tab highlighted.

  2. Select the request you wish to modifyDetails of a work order for an abandoned vehicle with the Request name highlighted.

  3. Select the appropriate status along the status barThe Status bar of a request in a CRM.

    • Open: The request is accepted into the organization

    • Acknowledged: A member of the organization has acknowledged that the request exists

    • In Progress: Indicates that the request is actively being worked on

      Note:

      This status is displayed internally only.

    • Needs Review: Let other members know the request is being reviewed internally

      Note:

      This status is displayed internally only.

    • Closed: The request has been completed and will automatically be archived with seven days of inactivity, with status updates and further commenting

  4. Insert Prepared Content or Add a CommentA Request Status screen with the Insert Prepared Content fields highlighted.

    • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

    • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

    • Insert Prepared Content: You can select prepared content from the list to add to the comment.

  5. If desired, select Choose File to upload a supporting fileThe Choose File button on the Request Status screen.

  6. Click UpdateRequest Status screen with the Update button highlighted.

Quick Update from the Request Page

  1. Navigate to the Request tabThe CRM home page, with the Requests Tab highlighted.

  2. Select any white space on the desired requestThe Requests tab with the white space of a request entry highlighted.

  3. Select Change StatusChange Status button.

  4. Select the appropriate statusA Damaged Sidewalk request Change Status screen with status options highlighted.

    • Open: The request is accepted into the organization

    • Acknowledged: A member of the organization has acknowledged that the request exists

    • In Progress: Indicates that the request is actively being worked on

      Note:

      This status is displayed internally only.

    • Needs Review: Let other members know the request is being reviewed internally

      Note:

      This status is displayed internally only.

    • Closed: The request has been completed and will automatically be archived with seven days of inactivity, with status updates and further commenting

  5. Insert Prepared Content or Add a CommentThe Request Assignee and Comments fields.

    • Internal-only comment: When the status of a request is changed to In Progress or Needs Review, internal personnel will be required to add a comment that will be internal-only. This comment can be associated with an assignment and/or a mention back to an Owner or Manager, or simply an internal comment.

    • Public comment: When the status of a request is changed to Acknowledged, Closed, or Reopened, you will be required to add a comment that will be public.

    • Insert Prepared Content: You can select prepared content from the list to add to the comment.

  6. If desired, select Upload Photo to upload a photoThe Request Add a Photo field.

  7. Select Update StatusThe Request Update Status button.

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