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The following information can be found on the Service Request Caller Information panel:
• Caller type
• Caller's name, address, telephone numbers, and email
• Comments regarding the caller
• Question and Answers logged for each caller
• Account Data for each caller
Caller information can also be edited or updated using the Service Request Caller Information panel.
NOTE: The
Account
Oats panel is a custom field that is populated in Designer under others
-7
Codes
-7
GLJJ.CCOUNT. If the panel does not display, that means it isn't defined in Designer.
Multiple callers can be associated to a service request. To add a new caller to an existing request, follow
these steps:
1.
Click
l
V
New Caller
I
located on the Request tool bar. This clears the current caller information.
Server AMS 2013 SPl End User Training
Manual
Section 4: The Service Request
0
73
