Customer Master Data for Field Service Management

 

The Customer Contact Table is displayed below:

 

customermastertable

(A) Orders

The Orders button opens a browse table of customer sales/orders for the highlighted Customer record.

(B) CRM

The CRM button opens a browse table of customer contacts for the highlighted Customer record.

(C) CPE

The CPE button opens a browse table of customer equipment for the highlighted Customer record.

(D) Surveys

The Surveys button opens a browse table of customer satisfaction surveys for the highlighted Customer record.

 

You have virtually instant access to customer data through a variety of search methods, including Contact, Organization Name, Address, Phone Number and a partial string.

 

 

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