Adding remarks to the customer request

To add remarks to the customer request:

  1. Open the Call Center form.
  2. Click New Record.
  3. Remarks—Enter any remarks regarding the customer, work order, or request.
  4. Copy to WO—Select to copy the remarks to the work order when you click Create WO.
    Note: If Copy to WO is unselected, the system saves remarks made to the customer request only.
  5. Click Save Record.