Viewing Customer Information (Mobile)
- On the Appointment Detail - Service form, select the customer or contact name hyperlink to open the Customer Detail - Service form.
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Review this information:
- Customer section: The customer name and address information.
- Contact section: The phone number and email address of the contact.
- Units tab: A list of the units currently assigned to the customer.
- Incidents tab: A list of the incidents logged by the customer.
- Service tab: A list of the service orders logged for the customer.
- Invoices tab: A list of the invoices logged for the customer.
- Contracts tab: A list of the contracts assigned to the customer.
- Optionally, select the customer address hyperlink to view the address in the device's default map application.
- Optionally, select the customer phone number hyperlink to call the number by using the device's phone dialer.
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