We are currently updating our site; thank you for your patience.

Sales

Customers - Service History Report

Ribbon Access:   Sales  >   Customers

1. The Customer Listing screen will be displayed.
2. Select the Site where the Customer can be located.
   • The example has Durban selected.
3. Select the Status for the Customer.
   • The example has Active selected.
4. Select the row of the Customer whose Call information you would like to work with.
5. Click on the Call History tile.

Print Service History Report

6. The Calls for Customer [ ] screen will be displayed.
7. Select the Site and Call Status.
   • The example has Durban selected and the status has been set to In Progress.
8. Click on the row of the Call you wish to print the service history report for.
9. Click on Print and select Service History - Serial No. [ ] from the Print Options menu.

10. When you receive the Report Generation message;
    • Do you want to print the history report for the equipment on call [ ]?
11. Click on Yes to proceed.

12. The Call Delivery Note for the Call will be displayed in the Preview window.
13. You can make cosmetic adjustments to the report, as well as Save, Zoom, Add a Watermark, Export or Email.
14. Close the preview screen to return to the Calls for Customer screen.