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. 

Viewing service calls

1. To view the service call(s) for a customer location, choose a customer in the Customer Hub.
2. In the details section of the Customer Hub, choose the Service Call tab.
3. 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

• Group - To group the display by a column, select a column header and drag this to the area labeled Drag a column header to the group location to group the results by that column located to the top left of the columns.
• Sort order - Select the column header to change the sort order. A small triangle points to indicate if the sorting is ascending (A-Z) or descending (Z-A). Hold the Shift key when selecting headers to sort against multiple columns simultaneously.
• Filter - Select the lookup  to choose a filter type (contains, does not contain, starts with, ends with, equals, does not equal) and enter the value in the field to the right of the lookup.
• Column Order - Drag the column headers to the left or right to change the column order. 
• Scrolling - A horizontal scrollbar is hidden until you hover with your mouse at the bottom of the grid. When the horizontal scrollbar displays, you can drag the bar to view more columns. A vertical scrollbar is automatically displayed.

Buttons on this window

Available data columns

The default columns that display are:

• Notes 
• Attachments
• Service Call
• Call Date
• Description
• Type
• Problem Type
• Primary Resource
• Status
• Priority
• Completed
• Division
• Service Area
• Caller Name
• Caller Email Address
• Caller Phone #
• Service_User_Define_1

You can add the following columns:

• 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