Adding remarks to the customer request

To add remarks to the customer request:

Select Operations > Call Center > Call Center.
Click New Record.
Specify this information:

Remarks

Enter any remarks regarding the customer, work order, or request.

Copy to WO

Select to copy the remarks to the work order when you click Create WO.
Note: If Copy to WO is unselected, the system saves remarks made to the customer request only.
Click Save Record.