Service Call Entry - Customer Demographics Area

Use the Customer Demographics Area to maintain the customer and contact information for the service call. The table following the window example describes the Customer Demographics Area for Service Call Entry.

Tip: For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Service Call Entry - Customer Demographics Area:

1. Click Service Mgt from the Menu Bar.

2. Click Daily Work.

3. Click Service Call Entry.

Tip: Or, use the keyboard shortcut: [ALT] [m] [a] [e].

Service Call Entry - Customer Demographics Area Example:

Service Call Entry - Customer Demographics Area Prompts Tip: To see more information about a field, click the hyperlink for the field name.
Customer ID	Displays the Customer ID assigned to the location. To edit, enter the desired Customer ID. (up to 12 characters) Tip: To search for a Customer ID, click Search or press [CTRL + f].
Service	Displays the Service that the customer needs a service call for.
Name	Displays the customer's First Name, Middle Initial and Last Name.
Address 1	Displays the first line of the customer's mailing address.
Address 2	Displays the second line of the customer's mailing address, if applicable.
Address 3	Displays the third line of the customer's mailing address, if applicable.
City	Displays the City or Town Name portion of the customer's mailing address.
ST	Displays the State portion of the customer's mailing address.
Zip	Displays the Zip Code portion of the customer's mailing address.
Phone	Displays the combined three-digit area code and the seven-digit Telephone Number.
Contact	To accept the customer's First and Last Name as the contact name for the service call, press [TAB] or, enter another name for the contact person. (up to 15 characters)