Modifying Activity Information for a Service Request

You can add a specific activity to a service request that's associated with an account. You can also add a miscellaneous activity, such as depositing funds at a bank or obtaining service work on a truck, to a service request that isn't associated with an account.

Here's how to change the activity information for a service request.

1. Tap Side Menu and then tap Service Request to view:

   • The Service Requests list in the main pane.

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

2. In the Service Requests list, tap the link in the SR# field to drill down on the selected record.

   All details for the selected service request appear in the main pane.

3. Update an existing service request activity:

   1. Tap the down arrow next to Activities to expand and show the activities associated with the service request.

   2. Tap the activity 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 service request activity:

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

   2. Enter the information for the new activity in the fields that appear.

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