Service

My Work - View Customer

The My Work screen deals with work that is assigned to a specific employee, i.e. when an employee is logged in, that employee can only see work orders assigned to themselves

If one of these work orders is linked to a customer - you will be able to view the customer details from the My Work listing screen.

Ribbon Access: Service >  My Work

The My Work listing screen will be displayed.

• Click on the row selector in front of the work order that you wish to view the related customer details of.
• Click on View Customer.

• The Customer screen will open with the relevant customer selected.
• Note: This is only applicable if the work order is linked to a customer.

• You can also View Customer Details by navigating from the My Work screen to the Maintain WO screen and then clicking on the Customer Info tab.