Contacts

Contacts are the customers of the field service business.

Contacts tab enables you to:

• Search for a specific contact

  Steps:

  1. In the New Case dialog box,  click Contacts.

  2. Click Search button to view all the contacts from all the branch offices of the organization.

  3. To filter the search, enter appropriate details in the fields in search criteria section and click Search button.

• Create a new contact

  Steps:

  1. In the New Case dialog box, click Contacts.

  2. Click New Contact button. New Contact dialog box appears.

  3. In the General tab, enter appropriate details in all the fields.

  4. In the Location tab, enter appropriate details in all the fields.

  

Search Criteria

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