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Creating a new customer and/or new location
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Creating a new customer and/or new location

Owned by Documentation Reviewer
Last updated: May 28, 2024 by Kimberly OnnenVersion comment

If a service request is from a new customer or an existing customer with a new location, you can add this information in the Service Request details window. The information entered here will update Signature as well as add the customer and/or location (site) to ESMS.

  1. Choose the service request.
  2. In the detail window that displays, choose the Add Customer  icon. 
  3. Enter the customer information. 
  4. You are returned to the service request detail information with the Signature Customer Name displayed.
  5. To add a new location, choose the Add Location  icon.
  6. Enter the location information.
  7. Choose to ACCEPT the service request.