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Viewing or editing the service call:
The following fields can be edited:
Note The fields displayed may depend on Schedule Settings.
- Description
- Problem Type
- Division
- DescriptionSalesperson
- Service Call StatusType
- Priority
- Customer P.O. (Purchase Order) Number
- Contract Number
- 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.
- Resource
- Start Date and Time
- Date/Time Lock
- Estimated Hours
- Service Call Status
- Resolution
- Job Number
- Original Service Call
- Caller Name/Email/Phone
- USER-DEFINED fields
- Service_User_Define_1
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 . - Choose Save.