Service Call History Inquiry

Use the Service Call History Inquiry to view completed service call information for a customer or a location.  The Service Call History Inquiry provides the tools to quickly and easily access the completed service call information that you maintain.

Directions:

To see directions for...

• Opening Service Call History Inquiry, click More.

   

  1.  Click Service Mgt from the Menu Bar.

  2.  Click History.

  3.  Click Service History Inquiry.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [m] [h] [i].

   

  Service Call History Inquiry Window Example:

  Tip:  To see detailed instructions for each section or field name in the examples below, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.

  

   

• Viewing Service Call History, click More.

   

  Tip:  For more information, see the Service Call History Inquiry - Inquire By Selection Panel topic.

  1.  At the Inquire By prompt, click Customer in the drop-down list.

  2.  Press [TAB] to the Customer prompt and enter a valid Customer ID.
  
  Tip:  To inquire by Location instead of by Customer ID, click Location in the drop-down list and then enter the appropriate Location ID to retrieve.

   

• Creating a new Service Call History, click More.

   

  Note:  The Service Call History Inquiry is only for viewing existing service calls for customers.  To create a new service call, use Service Call Entry.

   

• Editing an existing Service Call History, click More.

   

  Note:  All Service Call History Inquiry fields are for viewing only.  To edit a service call, use Service Call Entry.

   

• Deleting an existing Service Call History, click More.

   

  Note:  The Service Call History Inquiry is for viewing existing customer service calls.  To delete a service call, use Service Call Entry.

   

• Understanding the field values for the following areas, click the section name in the table below: