Creating new caller records - HxGN EAM - 12.0.1 - Help - Hexagon

Create a new caller record if you cannot locate a caller record via the Find Caller By field. See Creating Service Requests.

To create new caller records:

1. Select Work > Service Requests.

2. Click New Record.

3. Right-click on the form, and then choose Add/Edit Caller.

4. Specify this information:

   Org. - Specify the organization to which the customer caller belongs if you use multi-organization security.

   Customer - Specify the caller’s customer name, e.g., the name of the company for whom the caller works.

   Name - Specify the name of the caller.

   Phone - Specify the primary phone number of the caller.

   E-mail - Specify the primary e-mail address of the caller.

   Fax - Specify the primary fax number of the caller.

   Allow Service Request Creation - Select to indicate that the caller may create new service requests.

   Property - Specify the default property of the caller.

   Building - Specify the default property building of the caller.

   Floor/Unit - Specify the default building floor or unit of the caller.

   ID -Specify the user ID that the customer can use to log in to the customer service request system.

5. Click Save as New.

   

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

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