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When you create a service call, Service Management verifies the skill level required to perform the tasks assigned with the call and checks for overlapping appointments. You can select how to create appointments: manually, automatically generated through tasks or a combination of both methods. For more information on automatically generating maintenance contract contract computer-generated (MCC) service calls based on assigned tasks, refer to About MCC Calls.
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If the default salesperson on the customer location has been marked inactive, when creating a new contract or service call, the Salesperson ID field will be blank. An inactive salesperson cannot be added to a new contract or service call. |
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See also:
| Child pages (Children Display) |
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