Creating callers for customers

Associate customers’ employee names with customer records to help identify callers for service requests.

To create callers for customers:

  1. Select Work > AMS-Customer.
  2. Select the customer for which to create a caller, and then click the Callers tab.
  3. Click Add Caller.
  4. Specify this information:
    Org.
    Specify the organization to which the customer caller belongs if you use multi-organization security.
    Name
    Specify the name of the caller.
    ID
    Specify the user ID that the customer can use to log in to the customer service request system.
    Phone
    Specify the primary phone number of the caller.
    E-mail
    Specify the primary e-mail address of the caller.
    Fax
    Specify the primary fax number of the caller.
    Property
    Specify the default property of the caller.
    Building
    Specify the default property building of the caller.
    Floor/Unit
    Specify the default building floor or unit of the caller.
    Allow Service Request Creation
    Select to indicate that the caller may create new service requests.
  5. Click Submit.
    Optionally, click Revoke to remove the caller's record and all references to the record for GDPR compliance.
    Note: This process is not reversible.
Parent topic: Creating customers