Creating callers for customers

Associate customers’ employee names with customer records to help identify callers for service requests.

To create callers for customers:

  1. Open the Customers form.
  2. Select the customer for which to create a caller, and then click the Callers tab.
  3. Click Add Caller.
  4. Org.—Enter the organization to which the customer caller belongs if you use multi-organization security.
  5. Name—Enter the name of the caller.
  6. ID—Enter the user ID that the customer can use to log in to the customer service request system.
  7. Phone—Enter the primary phone number of the caller.
  8. E-mail—Enter the primary e-mail address of the caller.
  9. Fax—Enter the primary fax number of the caller.
  10. Property—Enter the default property of the caller.
  11. Building—Enter the default property building of the caller.
  12. Floor/Unit—Enter the default building floor or unit of the caller.
  13. Allow Service Request Creation—Select to indicate that the caller may create new service requests.
  14. Click Submit.
    Note:  To delete a caller, select the caller to delete, and then click Delete Caller.