Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Select Use the Service Manager Inquiry window for a read-only view of service call information.

  1. Select Inquiry > Service Management > Service Manager.
  2. Enter the Customer ID or use the lookup.
  3. The following fields auto-populate:
    • Checkboxes:
      • Hold
      • Inactive
      • Temporary
    • Customer Name
    • Location Address ID
    • Location Name
    • Address 1
    • Address 2
    • City
    • State
    • ZIP Code
    • Contract 1
    • Phone 1
  4. Enter a Contract ID, if necessary.
  5. After entering the contract ID, the following fields auto-populate, if available:
    • Checkboxes:
      • Hold
      • Canceled
    • Contract Type
    • Equipment ID
    • Sublocation ID
  6. Icons on this window provide access to additional inquiry windows:

    • Summary: A Stop-and-Go Light that indicates a customer's accounts receivable status. Select the icon to open the Customer Payment Summary Inquiry window.

    • Branch: Select to open the Global Filter View window.

    • History: Select to view the Service Call Lookup by Customer window. Click on a service call and then click Select to open the Service Call Inquiry window.