Customer Tab

The first step in creating a new Service Request requires that a Customer be assigned to the Request. There are two ways to assign a Customer to a Request, either search and select an existing Customer, or create a new Customer.

Create a Service Request for an existing Customer

To search and assign a Customer who already exists in the system:

1. Go to Operations>Service Requests

2. Click New

3. Search and select a Customer
   Within the Find Customer field, enter any known Customer details or leave the search field blank to access the complete Customer List. If Custom Fields have been enabled in the Customer Information screen, the Advanced Search option can be used to search on data recorded within these fields.
   
   

4. Click to search the Customer database

5. Select the relevant Customer Name hyperlink to assign the Customer details to the Request.
   The screen will open the Find Item field.
   

See: Advanced Search Options

Create a Request for a new Customer

If the Customer does not exist within the system, an account can be created when entering the Request:

1. Select Operations>Service Requests

2. Click New

3. Within the Find Customer field, select New
   An expanded editable Customer details form is displayed.

4. Enter the Customer details

5. Click Save
   The form will revert to a non-editable screen of the newly entered details.

6. Click Next to assign an Item to the Request. Or select Quick Call if a Quick Call template is to be used.

Requests for Partner Organization Customers

• When a Request is created for a Customer of a Partner Organization it is automatically allocated to the Partner User associated with the Partner Organization.

Supported Org Units Only option

This option is visible within the Find Customer search field, if the logged in User has been assigned to support specific Organizational Units. Uncheck the option, if search results are to include Customers belonging to all Organizational Units recorded in the system.