Phone Call
    • 06 Jun 2022
    • PDF

    Phone Call

    • PDF

    Article Summary

    This page is used to open a service record after receiving a phone call. The functionality is similar to the main SR form, but this page offers a simplified layout that makes opening a service record faster and simpler.

    SRPhonefilesNewphoneSRNewphoneSR.jpg

    Fill out all the relevant fields on this page and click OK/Apply
    to create your new service record.

    You can choose which fields appear on this page using the design form icon SharedimagesDesignFormIcon37.jpgon the upper menu bar. Go here for more information about customizing forms.