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Service calls can be viewed or created in the Customer Hub or they can be created in Service Management.

You can add/view notes and/or attachments for a customer, location, or service calls. For more information see Working with notes and attachments.

Topics on this page:

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See Creating a new service call for more information.

Viewing Service Calls

  1. To view the service call(s) for a customer, choose a customer in the Customer Hub.
  2. In the details section of the Customer Hub, choose the Service Call tab.
  3. Double-click the service call to open a display-only view of the Service Call window.