Service

My Work - View Customer Info and Customer Notes

Ribbon Access: Service   >   My Work

The My Work listing screen will be displayed.

• Click on the row selector in front of the work order where you wish to view the related customer information.
• Click on Edit.

The Maintain WO screen will be displayed.

• Click on the Customer Info tab on the right hand side of the screen.

• The Customer Info docking panel will be expanded.
• Here you can view Customer Info details and any Customer Notes, if recorded.

• If you wish to see more customer information, go back to the My Work listing screen.
• Click on the row selector in front of the work order where you wish to view the customer details.
• Click on View Customer.
• Follow the instructions to View the Customer.