Creating new caller records

Create a new caller record if you cannot locate a caller record via the Find Caller By field.

See Creating Service Requests.

To create new caller records:

  1. Select Work > Service Requests.
  2. Click New Record.
  3. Right-click on the form, and then choose Add/Edit Caller.
  4. Specify this information:
    Org.
    Specify the organization to which the customer caller belongs if you use multi-organization security.
    Customer
    Specify the caller’s customer name, e.g., the name of the company for whom the caller works.
    Name
    Specify the name of the caller.
    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.
    Allow Service Request Creation
    Select to indicate that the caller may create new service requests.
    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.
    ID
    Specify the user ID that the customer can use to log in to the customer service request system.
  5. Click Save as New.
    Note: Click Cancel to close the Create/Edit Caller popup without saving changes.

    Click Reset to clear all data on the Create/Edit Caller popup.

Parent topic: Creating service requests