Creating a Follow-Up CRM Task in FSM Mobile
Use the Task tab when another visit belongs to the same service request as the selected task. Successful synchronization creates a separate NetSuite CRM task linked to the existing case.
The entry inherits the selected task's customer, Company, asset, and case relationship. Field Service Created From separately identifies the originating CRM task.
For field definitions and record relationships, see FSM CRM Task Record.
Before You Begin
The selected task must already identify the intended case. Your FSM Mobile configuration must provide the Task tab and permit creation. The final record checks require access to the saved CRM task in NetSuite.
To create a follow-up CRM task in FSM Mobile:
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On the task list in FSM Mobile, tap the current task and confirm its case relationship.
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Tap Task. If the task-entry screen opens, continue there. If the task list opens, tap its Add New Task button.
Use the button within the Task tab. The separate FSM Mobile menu action also named Add New Task creates a case and CRM task.
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Select Type and enter Message for the visit.
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Review the Assigned list for the primary technician and the Assigned multiselect list for additional technicians. By default, you are the primary technician. The selected task supplies the initial additional technicians.
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Review Task Date, Task Start Time, and Task End Time. The initial date comes from the selected task. The end time must be later than the start time.
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Tap Save.
After Saving the Follow-Up Task
FSM Mobile first saves the entry locally. Successful synchronization creates the NetSuite CRM task and returns its saved identity and values. A local save alone does not confirm the NetSuite write.
For information about repeated creation requests during synchronization, see FSM Mobile Duplicate Creation Protection.
After successful synchronization, confirm the returned task number and open that CRM task in NetSuite.
Confirm Support Case identifies the existing case and Field Service Created From identifies the originating task. Review the customer, asset, Company, schedule, and assignment.
This action creates a CRM task and retains the existing case. Later synchronized saves to the same follow-up entry update that task. The Task-tab list contains tasks created from the selected work, rather than every task on the case.
For information about Task-tab relationships, later edits, and synchronization, see Related Service Work in FSM Mobile.