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Setting Up Call Types

Examples of call types are Emergency, Regular Service, or Project. There are six default call types that cannot be deleted: Annual Service (AS), Maintenance Contract Computer-Generated (MCC), Maintenance Contract (MC), Inbound (INB), Outbound (OUB), and Equipment Repair (EQR).

  1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Service > Call Types.

  2. In the Abbreviation field, enter a three-character abbreviation for the call type.

  3. Use the tab key to move to the Description field and enter a description.

  4. Use the drop-down list in the Color field to assign a color code to each call type for use with the Service Monitor.

  5. Select Save.