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Reviewing Customer History with Service Handheld

A field technician may want to review the history of service requests for a customer so that she is aware of the service history for the customer.

To review customer history

  1. Navigate to the Accounts view of the Accounts screen.
  2. Find the customer account you want to review.
  3. From the Show drop-down list, select Service Requests.

    The Service Requests view appears showing all the service requests for the account.

Siebel Service Handheld Guide