Adding a Client Contact to a Service Request

While viewing the Service Request Details, you can add or edit the Client Contact information.

To access the Service Requests dashboard:

1. From the mega navigation, select Services, or from the App Drawer, select Service Requests.

2. In the left navigation, select the Management icon.

3. Select a Service Request to display the Service Request details.

4. In the Call Information panel, select Add Client Contact.

5. In the Add Client Contact window, enter or edit the following information. Required fields are indicated with an asterisk (*).

   • Contact Name*

   • Title*

   • Email*

   • Mobile Phone

   • Office Phone

   • Address 1*

   • Address 2*

   • City*

   • State*

   • Zip*

6. Select Create.