Page Comparison

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1. Select Cards > Service Management > Service Manager.
2. Select a customer and then select New Call.
3. Enter the Caller Name or use the lookup to select an existing contact.
   • If you have entered enter 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 partial match for a name and tab off the field, the Service Contact Management window opens and displays a list of contacts that contains the characters entered. 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 enter 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.
4. Complete the rest of the Service Call window.

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