Home > Supervisor Guide > Change > Change Requests > Change > Customer Tab
The first step in creating a new RFC requires that a Customer be assigned to the request. There are two ways to assign a Customer to an RFC, either search and select an existing Customer or create a new one.
To search for and assign a Customer who already exists in the system:
Go to Change>Change Requests
Click New
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.
Click
to search the Customer database
Select the relevant
Customer Name hyperlink to assign the Customer details to the RFC.
The screen will open the Find Item field.
If the Customer does not exist within the system, an account can be created when entering the RFC:
Select Change>Change Requests
Click New
Within the Find Customer
field, select
An expanded editable Customer Details form is displayed.
Enter the Customer details
Click Save
The form will revert to a non-editable screen of the newly entered
details.
Click Next to assign an Item to the RFC. Or select Quick Call if a template is to be used.
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.