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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. 

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: 

Filtering and sorting data

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Using the Customer Hub
Using the Customer Hub
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Buttons on this window

ButtonDescription

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Find - For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find.

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Clear Filter - Choose to clear the current search results filters.

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Refresh - Reloads the results from the database.

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Export - Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs)

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Column Chooser - Choose display a list of available columns to display/hide. Mark to display the check box, unmark to hide.

The default columns that display are:

Column
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  • 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


Column
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  • Problem Type
  • Primary Resource
  • Status
  • Priority
  • Completed
  • Division


Column
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  • Service Area
  • Caller Name
  • Caller Email Address
  • Caller Phone #
  • Service_User_Define_1

You can add the following columns:

Column
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  • Salesperson
  • Contract Number
  • Estimate Hours
  • Affiliate
  • Region
  • Branch
  • Original Work Order
  • Job Number


Column
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  • Resolution
  • Modified Date
  • Bill Customer
  • Bill Location
  • Modified User
  • Priority UDF Label
  • UDF 1 Label
  • UDF 2 Label


Column
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  • UDF 3 Label
  • UDF 4 Label
  • Opened Date
  • Service Call Source
  • Service Call Source ID 1
  • Service Call Source ID 2