Using the Appointment Detail - Service Form

  1. Open the Appointment Detail - Service form in one of these ways:
    • On the Calendar - Service form, select an appointment record.
    • On the Work Queue - Service form, select on an appointment record.
  2. Optionally, update the status of the appointment as you perform work.
  3. Optionally, use these hyperlinks in the Contact section:
    • Select the customer name link to launch the Customer Detail - Service form.
    • Select the contact phone number link to launch the device's phone dialer, if compatible.
    • Select the appointment address to launch the device's default mapping application, if compatible.
  4. Optionally, select the serial number hyperlink to launch the Unit Detail - Service form.
  5. Optionally, specify a new note in the box.
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