Service calls can be viewed or created in the Customer Hub or they can be created in Service Management. To create a new service call from the Customer Hub, see Creating a new service call.
| Table of Contents |
|---|
Viewing
Service Callsservice calls
- To view the service call(s) for a customer location, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Service Call tab.
- Right-click a service call and choose from the following:
- Add Note - Opens the Service Call note window. See Working with notes and attachments.
- Add Attachment - Opens the Service Call attachment window. See Working with notes and attachments.
- View Note - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if a note exists.)
- View Attachment - Opens the Notes/Attachments window. See Working with notes and attachments. (Displays if an attachment exists.)
- Open Service Call - Opens the Service Call window on the Schedule tab. See View or edit the service call.
Filtering and sorting data
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Buttons on this window
Available data columns
The default columns that display are:
| width | 33 |
|---|
if the note is empty or 
if a note is attached.
if no attachment exists or 
if a file is attached.- Notes
- Attachments
- Service Call
- Call Date
- Description
- Type
| width | 33 |
|---|
- Problem Type
- Primary Resource
- Status
- Priority
- Completed
- Division
| width | 33 |
|---|
- Service Area
- Caller Name
- Caller Email Address
- Caller Phone #
- Service_User_Define_1
You can add the following columns:
column| width | 33 |
|---|
- Salesperson
- Contract Number
- Estimate Hours
- Affiliate
- Region
- Branch
- Original Work Order
- Job Number
- Resolution
- Modified Date
- Bill Customer
- Bill Location
- Modified User
- Priority UDF Label
- UDF 1 Label
- UDF 2 Label
- UDF 3 Label
- UDF 4 Label
- Opened Date
- Service Call Source
- Service Call Source ID 1
- Service Call Source ID 2