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  1. The following fields can be edited:
    • Division
    • Description
    • Service Call Status
    • Equipment - If the service call already has equipment assigned in Service Management, the field in Schedule is display-only. Only equipment that is active for the customer and location can be selected.
    • Caller Name/Email/Phone
  2. You can choose any of these icons to view additional information:

    Save

    Cancel

    View Service Call Time Stamps - See Viewing service call timestamps.

    View Appointment History - See Viewing appointment history

    View Service Call Tasks - See Viewing service call tasks.

    View/add Appointment Notes - See Working with notes and attachments.

    Note

    If a note exists for this appointment, this icon displays as .


    Attachments - See Working with notes and attachments.

    View Related Appointments - To view the related by appointments by the Group ID, choose the drop-down next to the Related Appointments icon and then choose By Group ID. See Viewing related appointments.


  3. Choose Save.