Maintaining Customer Service Requests

This portal is used to display and maintain a Customer Service Request.

Refer to Understanding Customer Service Requests for more details.

To view and maintain customer service requests, open Menu > Customer Information > Customer Service Request > Search. You are brought to a query portal with options for searching for customer service requests.

Once a customer service request record has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones are displayed:`
  • Customer Service Request zone shows the details of the customer service request.

  • Customer Service Request Person shows the related person(s). Select a record to go to the specific portal where the details can be viewed and maintained.

  • Customer Service Request Account shows the related account(s). Select a record to go to the specific portal where the details can be viewed and maintained.

  • Customer Service Request Premise

    shows the related premise(s). Select a record to go to the specific portal where the details can be viewed and maintained.
  • Customer Service Request SA shows the related service agreement(s). Select a record to go to the specific portal where the details can be viewed and maintained.

  • Customer Service Request Contract shows the related contract(s). Select a record to go to the specific portal where the details can be viewed and maintained.

  • Customer Service Request Contract Product shows the related contract product(s). Select a record to go to the specific portal where the details can be viewed and maintained.

  • Customer Service Request Service Location shows the related service location(s). Select a record to go to the specific portal where the details can be viewed and maintained.

  • Customer Service Request Related Object shows other related entities.

Refer to the zones’ embedded help for more information.