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Viewing or editing the service call:

  1. 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
  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.