Bookshelf Home | Contents | Index | Search | PDF

Siebel eFinance Guide > Companies > End-User Procedures >

Associating a Service Request with a Company

---

A service request is a request from a company for information or assistance with a problem related to purchased products or services. When a customer calls about an existing service request, end users can find the service request and give status information to the caller in several ways. They can:

• Review the service request information
• Create an activity to record the customer's call
• Update the service request with additional information from the customer
• Resolve the service request
• Assign the service request
• Transfer the caller to another service representative

If a call requires that an end user create a new service request, she can create one. Siebel eFinance automatically assigns a unique service request (SR) number to track the new service request throughout the system.

To add a service request associated with a company

1. Navigate to the Companies screen.
2. From the Show drop-down list, select All Companies.
3. In the Companies list, select a company.
4. Click the Service Requests view tab.

   The service requests associated with that company appear.

5. In the Service Requests list, add a record and complete the necessary fields.

   The application automatically assigns a service request number (SR#).

Bookshelf Home | Contents | Index | Search | PDF