Viewing the Service Calls Tab
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 Service Call.
Viewing Service Calls
- To view the service call(s) for a customer location, select a customer in the Customer Hub.
- In the details section of the Customer Hub, select the Service Call tab.
- In this tab, you can:
- Double-click the service call to open the service call window in the Schedule tab. See Viewing/Editing the Service Call.
- Right-click a service call and select 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 Notes
Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.) - View Attachments
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 Viewing/Editing the Service Call. - New Appointment
Opens the New Appointment window on the Schedule tab. See Creating Additional Appointments. - Appointment Wizard
Opens the Appointment Wizard on the Schedule tab. See Using the Appointment Wizard.
- Add Note
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