Creating new caller records

Create a new caller record if you cannot locate a caller record via the Find Caller By search bar. See Creating Service Requests for information on searching for callers.

To create new caller records:

  1. Open the Service Requests form.
  2. Click New Record.
  3. Right-click on the form, and then choose Add/Edit Caller.
  4. Org.—Enter the organization to which the customer caller belongs if you use multi-organization security.
  5. Customer—Enter the caller’s customer name, e.g., the name of the company for whom the caller works.
  6. Name—Enter the name of the caller.
  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. Allow Service Request Creation—Select to indicate that the caller may create new service requests.
  11. Property—Enter the default property of the caller.
  12. Building—Enter the default property building of the caller.
  13. Floor/Unit—Enter the default building floor or unit of the caller.
  14. ID—Enter the user ID that the customer can use to log in to the customer service request system.
  15. Click Save as New.
    Note: Click Cancel to close the Create/Edit Caller popup without saving changes.

    Click Reset to clear all data on the Create/Edit Caller popup.