Modifying Service Request Information for a Financial Account

Complete the following procedure to modify the service request information for a financial account.

To modify the service request information for a financial account

1. Tap Side Menu and then tap Financial Accounts to display the following:

   • The Financial Accounts list and details for the selected financial account in the main pane.

   • A list in the side pane in which you can select the related items for financial accounts.

2. Tap a financial account in the Financial Accounts list.

3. Update an existing financial account service request as follows:

   1. Tap Service Requests in the list in the side pane.

      All service requests associated with the financial account appear in the Service Requests list in the main pane.

   2. Tap the service request that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new financial account service request as follows:

   1. Tap Service Requests in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new service request on the form that appears, and then save the record.