Service calls can be viewed or created in the Customer Hub or they can be created in Service Management.
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To create a new service call from the Customer Hub, see Creating a new service call
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.
The default columns that display include:
- Notes - Displays
if the note is empty or 
if a note is attached. - Attachments - Displays
if no attachment exists or 
if a file is attached. - Service Call
- Call Date
- Description
- Type
- Problem Type
- Primary Resource
- Status
- Priority
- Completed
- Division
- Service Area
- Caller Name
- Caller Email Address
- Caller Phone #
- Service_User_Define_1
For information on sorting and filtering the data, see Filtering and sorting in Schedule.
Viewing Service Calls
- To view the service call(s) for a customer, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Service Call tab.
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- Right-click
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- a service call and choose from the following:
- Add Note - Opens the Service Call note window. See Working with notes and attachments.
- Add Attachment - Opens the Service Call attachment window. See Working with notes and attachments.
- Open Service Call - Opens the Service Call window on the Schedule tab. See View or edit the service call.