Modifying Service Request Information for an Account

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

To modify the service request information for an account

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

   • The Accounts list in the main pane.

   • The Calendar showing the activity planning information in the side pane.

2. In the Accounts list, tap the link in the Account field to drill down on the selected record.

   All details for the selected account appear in the main pane.

3. Update an existing account service request as follows:

   1. Tap the down arrow next to Service Requests to expand and show the service requests associated with the account.

   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 account service request as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new service request in the fields that appear.

      You must navigate away from the record to save the record.