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Service calls can be viewed or created in the Customer Hub or they can be created in Service Management. To create a new service call from the Customer Hub, see Creating a new service call. For information on sorting and filtering the data, see Filtering and sorting in Schedule.

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

  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. Right-click a service call and choose from the following: