Editing existing caller records

Edit existing caller records on the Add/Edit Caller popup. Then you may save the changes to the selected caller’s record or as a new record.

Note: Editing an existing caller record permanently updates the caller’s information in the system. If you only want to specify a different contact person for a specific service request, simply enter the contact’s information on the Service Request form.

To edit existing caller records:

  1. Open the Service Requests form.
  2. Click New Record.
  3. Search for a caller by using the Find Caller By search bar.
  4. Right-click on the form, and then choose Add/Edit Caller.
  5. Choose one of the following options:
    • Edit existing caller details and save the changes as a new caller record—Modify the information as necessary, and then click Save as New. The system saves the changes in a new caller record.
    • Edit existing caller details and save the changes to this caller record—Modify the information as necessary, and then click Save Changes. The system permanently saves the changes to the caller record.
    Note: If an ID is listed on the existing record, you must change theID before clicking Save as New.

    Click Cancel to close the Add/Edit Caller popup without saving changes.

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