Adding remarks to the customer request

To add remarks to the customer request:

  1. Select Operations > Call Center > Call Center.
  2. Click New Record.
  3. Specify this information:
    Remarks
    Enter any remarks regarding the customer, work order, or request.
    Copy to WO
    Select to copy the remarks to the work order when you click Create WO.
    Note: If Copy to WO is unselected, the system saves remarks made to the customer request only.
  4. Click Save Record.