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Note

You can search from either your DEVICE or from the SERVER. The MODE is indicated at the top of the window.

  • DEVICE MODE - The Customer Location drop-down displays only customers/locations on your device.
  • SERVER MODE - The Customer Location drop-down displays customers/locations on the middle-tier database (an internet connection is required).
    • If Global Filtering is enabled, only Only the customers within your branch display .If the customer locations and equipment exceed the Fetch Limit settings, a if Global Filtering is enabled in Signature.
    • A Customer Location search field is displays at the top of the form if the customer locations and equipment exceed the Fetch Limit settings.

Creating the service call

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