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 Service Call. 

Viewing Service Calls

1. To view the service call(s) for a customer location, select a customer in the Customer Hub.
2. In the details section of the Customer Hub, select the Service Call tab.
3. In this tab, you can:
   • Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.
   • Right-click a service call and select 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.
     • View Notes -
       Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
     • View Attachments -
       Opens the Notes/Attachments window.  See See Working with Notes and Attachments. (Displays if an attachment exists.)
     • Open Service Call -
       Opens the Service Call window on the Schedule tab. See Viewing/Editing the Service Call.
     • New Appointment -
       Opens the New Appointment window on the Schedule tab. See See Creating Additional Appointments.
     • Appointment Wizard -
       Opens the Appointment Wizard on the Schedule tab. See See Using the Appointment Wizard.

Available Data Columns

The default columns that display are: 

You can add the following columns: