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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. 

Table of Contents

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: 

Insert excerpt
Using the Customer Hub
Using the Customer Hub
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Available data columns

The default columns that display are:

Column
width33
  • 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
width33
  • Service Area
  • Caller Name
  • Caller Email Address
  • Caller Phone #
  • Service_User_Define_1

You can add the following columns:

Column
width33
  • Salesperson
  • Contract Number
  • Estimate Hours
  • Affiliate
  • Region
  • Branch
  • Original Work Order
  • Job Number


Column
width33
  • Resolution
  • Modified Date
  • Bill Customer
  • Bill Location
  • Modified User
  • Priority UDF Label
  • UDF 1 Label
  • UDF 2 Label


Column
width33
  • UDF 3 Label
  • UDF 4 Label
  • Opened Date
  • Service Call Source
  • Service Call Source ID 1
  • Service Call Source ID 2