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- Select Cards > Service Management > Service Manager.
- Select a customer and then select New Call.
- Enter the Caller Name or use the lookup to select an existing contact.
- If you have entered an existing local contact, the telephone number and email address will populate once you tab off the Contact Name field.
- If you enter a parting match for a name, the Service Contact Management window opens and displays a list of contacts that contains the characters entered. For example, if you type "Wil" and then tab off the field, the Service Contact Management window opens and may display contacts like Wills, Wilson, William, Powill, etc. Double-click the contact in the list that displays or select New Contact to open the Location Contact Setup - Local window to add a new contact. Complete the fields as needed and then select Save to return to the Service Call window. The contact will be saved as a master contact. For field information, see the following section.
- If you've entered a contact name that is not in the master contact table, as soon as you tab off the Contact Name field, the Location Contact Setup - Local window opens. Complete the fields as needed and then select Save to return to the Service Call window. The contact will be saved as a master contact. For field information, see the following section.
- Complete the rest of the Service Call window.
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