Customer Inquiry - Customer Calls Panel

Use the Customer Calls Panel to view a log of the customer's service calls that were entered and closed during the Call Center - Call Entry.  The table following the window example describes the Customer Calls Panel for the Customer Inquiry.

Tip:  If you are not using the Call Center routines, you can track customer service calls by maintaining Customer Messages.  For more information, see the Add Customer Message Code Message Wizard and the Customer Messages Panel of the Customer Inquiry.

Directions:

To display the Customer Calls Panel:

1.  From the Customer Inquiry Inquire By prompt, click Customer in the drop-down list.
Tip:  To display the Customer Inquiry after starting other windows, click Customer Inquiry on the Edifice Toolbar.

2.  Press [TAB] to move to the Customer prompt, and then enter a valid Customer ID.

Tip:
 
To inquire by location, service connection or street name, see the Customer Inquiry - Inquire By Selection Area.

3.  Click Move Right on the Customer Panel Toolbar to display additional buttons.

4.  Click Calls on the Customer Panel Toolbar.

Customer Inquiry - Customer Calls Panel Example:

 

Customer Inquiry - Customer Calls Panel Field Descriptions

 

Displays the Work Order icon to alert you if a work order has been generated for the call.

Tip:  The Work Order icon only displays if the work order is generated.

Date

Displays the Date the customer's service call was entered during Call Center - Call Entry.

Time

Displays the moment in time that the customer's service call was entered during the Call Center - Call Entry.

Type

Displays the Call Type assigned to the customer's service call.

Reference

Displays the Reference pertaining to the customer service call, if applicable.

Other Customer Inquiry