Action Requests

1. What This Page Is For

The Action Requests page is a dedicated workflow area for Customer Relationship Management (CRM) staff to submit special requests for players—specifically Manual Deposits and Special Promotions. Supervisors or authorized approvers review these submissions and approve them so that credits or promotional bonuses are applied securely to player accounts.

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2. Before You Start

• Permissions:
  • For staff submitting requests: You must have the 'CRM Requests' permission in Roles to see the New Action Request button and create submissions.
  • For approvers: You must have the 'CRM Approval' permission in Roles to see the Approve and Reject buttons in the table.
  • If you only have view permissions, you can browse records and history, but you will not be able to create, approve, or reject requests.
• Prerequisites:
  • Player details (username or customer ID).
  • For manual deposit requests: exact deposit amount and the target receiving system bank account.
  • For special promotion requests: promotion to offer and qualifying deposit amount.
  • Clear justification note explaining why the request is needed.

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3. Screen Layout

When opening this page, you will see the following main sections:

1. Page Header: Displays the title Action Requests, description, and the New Action Request button (for authorized submitters).
2. Search and Quick Status Tabs: Search input for Customer ID/username/submitter, quick status filter tabs (All, Pending, Approved, Rejected), Search button, and Advanced button.
3. Summary Count and Refresh Button: Total request count found with a refresh icon button (spinning arrows).
4. Data Table: Displays submission date/time, player info, request type, details, approver, status badge, and action buttons.
5. Pagination Bar: Located at the bottom of the table to switch pages and select items per page.

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4. Search and Filters

Field / Filter	Type	How to Use	Result
Search by Customer ID, Username or Staff...	Text input	Type a search term, then click Search or press Enter	Filters table records matching the entered keyword
Quick Status Tabs	Tab buttons	Click to select: All, Pending, Approved, or Rejected	Immediately filters table rows by approval status
Advanced	Toggle button	Click Advanced to expand or collapse additional filter controls	Displays filters for request type, submitter, approver, and date range
Type	Dropdown	Select between: All Types, Manual Deposit (deposit), or Special Promotion (promotion)	Displays only requests of the chosen type
Requested By	Dropdown	Search and select the CRM staff member who submitted the request	Filters requests submitted by that staff member
Approver	Dropdown	Search and select the supervisor who approved or rejected the request	Filters requests resolved by that supervisor
Submission Date	Date range picker	Select start and end dates	Filters requests submitted within that date period
Clear All	Button	Click Clear All	Resets all search terms and filter controls to default
Refresh	Icon button	Click the spinning arrow icon on the top-left of the table	Immediately refetches latest request records

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5. Data Table

Columns in Action Requests Table

Column	What You See	Meaning	Color / Badges
Created Date	Date, time, and submitter, e.g., 21 Oct 2026 10:20:15 By: somchai	Date and time the request was submitted, and by whom	Click header to sort ascending/descending
Player	Username and phone number, e.g., player01 (0812345678)	Player account receiving credit or promotion	Plain text with gray phone number
Type	Request type badge	Operation requested for the player	Blue badge (Manual Deposit), Purple badge (Special Promotion)
Details	Amount or promotion name with remark	Specific details of the request, e.g., ฿1,000 (System error compensation) or First Deposit Bonus (Deposit ฿500)	Deposit amounts shown in green text, promotions in purple text
Approver	Approver username or rejection reason	Person who reviewed and decided on this request	Plain text, with rejection reasons highlighted in red text
Status	Status badge	Current review status	Yellow (Pending), Green (Approved), Red (Rejected)
Manage	Action buttons	Action buttons to approve or reject	Only visible for records in Pending status

Row Action Buttons (Manage Column)

Button	Icon / Color	What Happens When Clicked	Constraints / Conditions
Approve	Green button	Opens the Approve Action Request dialog to verify details and execute transaction	Only clickable on Pending requests; requires 'CRM Approval' permission
Reject	Red button	Opens the Reject Action Request dialog to enter a reason and decline	Only clickable on Pending requests; requires 'CRM Approval' permission

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6. Step-by-Step Instructions

1. Submitting a Manual Deposit Request

1. Navigate to Follow-up > Action requests from the left navigation sidebar.
2. Click New Action Request in the top-right corner to open the submission dialog.
3. In Select Player / Customer: search and select the target player username or enter Customer ID.
4. In Action Type: select Manual Deposit.
5. In Amount (฿): enter the deposit amount to credit to the player.
6. In System Bank: select the receiving website bank account.
7. In Reason / Note: describe the reason for the deposit, e.g., "Compensation for stuck bet issue".
8. Click Submit Request.
9. The request will appear in the table with a yellow Pending badge.

2. Submitting a Special Promotion Request

1. Click New Action Request in the top-right corner.
2. Search and select the target player.
3. In Action Type: select Special Promotion.
4. In Select Promotion: click Select Promotion to open the promotion selection modal, then select the promotion to award.
5. In Deposit Amount for Promotion (฿): enter the qualifying deposit amount used for bonus calculation.
6. Enter a justification in Reason / Note.
7. Click Submit Request.

3. Reviewing and Approving a Request (For Approvers)

1. Locate a request with a yellow Pending badge.
2. Review player info, request type, amount or promotion details, and the staff's note.
3. Click the Approve button on that row.
4. In the Approve Action Request dialog:
   • For deposits: verify or adjust the receiving system bank account.
   • For promotions: verify the promotion name and qualifying deposit.
5. Click Approve Item.
6. The system executes the balance credit or promotion assignment immediately, and the status changes to green Approved.

4. Rejecting a Request

1. On a request with incorrect details or unqualified criteria, click the Reject button.
2. In the Reject Action Request dialog, enter a clear reason in Reason / Note, e.g., "Amount does not match deposit proof".
3. Click Reject Request.
4. The request status updates to red Rejected, and no balance or promotion changes are made.

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7. Edit / Add Forms

New Action Request Form:

Field	Required	What to Input	Example	Constraints
Select Player	Yes	Search and select player account	player01	Must be an existing registered player
Action Type	Yes	Choose manual deposit or promotion	Manual Deposit	Must select 1 option
Amount (฿) (For deposits)	Yes	Credit amount requested	1000	Number greater than 0
System Bank (For deposits)	Yes	Select company receiving bank account	KBANK - 123-4-56789-0	Must select an active company account
Select Promotion (For promotions)	Yes	Click to open promotion picker dialog	100% Welcome Bonus	Must select an active promotion
Deposit Amount for Promo (฿)	Yes	Deposit base used to calculate bonus	500	Non-negative number (>= 0)
Reason / Note	Optional	Justification for supervisor review	Reactivation reward for VIP	Clear descriptive text

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8. Popups and Dialogs

1. New Action Request Dialog

• When it opens: When clicking New Action Request in the top-right header.
• What you see: Player search field, request type selector, amount/bank/promotion fields, reason text box, and submit button.
• What to do: Fill in all required information and click Submit Request.
• Result: Creates a new request record with pending status.

2. Promotion Selection Dialog

• When it opens: When choosing promotion type and clicking Select Promotion in the creation dialog.
• What you see: Categorized promotion list, promotion rules, and selection buttons.
• What to do: Click to select the desired promotion.
• Result: Fills the selected promotion name and ID back into the creation form.

3. Approve Action Request Dialog

• When it opens: When an approver clicks Approve on a pending row.
• What you see: Summary of player details, requested amount or promotion, system bank selector, and confirmation button.
• What to do: Review information carefully and click Approve Item.
• Result: Executes the transaction in the player's wallet and marks request as approved.

4. Reject Action Request Dialog

• When it opens: When an approver clicks Reject on a pending row.
• What you see: Request summary, rejection reason text input, cancel button, and reject confirmation button.
• What to do: Enter the reason for rejection and click Reject Request.
• Result: Updates request status to rejected and records the rejection note for staff visibility.

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9. Statuses and Badges

Status Badge	Basic Color	Meaning	Next Step
Pending	Yellow	Request submitted and waiting for supervisor review	Approver reviews and either approves or rejects
Approved	Green	Request approved; funds or promotion have been granted to player	Task completed; no further action required
Rejected	Red	Request rejected; no wallet or promotion changes applied	Inspect rejection reason; submit a new request if needed

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10. FAQ & Troubleshooting

• Missing "New Action Request" or "Approve / Reject" buttons:
  • Check your user account permissions. These buttons are only displayed for roles with specific granted rights (staff require the 'CRM Requests' permission; approvers require the 'CRM Approval' permission).
• "No suitable bank is available for this player" error when approving:
  • The player's customer group or membership level does not have an active system bank account assigned. Check bank settings under Financial Settings > System Banks to ensure an eligible bank is active for that group.
• Submitted a request with wrong amount or incorrect player:
  • If the request is still Pending, notify your supervisor to click Reject on the incorrect entry, then submit a new request with correct details.