Customers list

The Customer List screen displays information about the customer. Information varies and depends on the tab that is selected.

By default, Customers list is included in the Navigation menu option.

The Customers List and its related information are loaded initially in the client application and saved in a local database. See the Infor Mobility for Field Service Administration Guide for reference.

This table shows the tabs that are on the Customer List screen and the information that is displayed:

Tab

Description

Details

Name, Customer Number, Address, and contact number.

A location pin icon is displayed so that the user can plot the address in the map app of the device.

Contacts

This tab displays a list of sales or customer order contacts under Accounts or Customers that are shared or owned by the Field Service Technician.

To search, tap or click the Search icon. The personal and work information for the contact is displayed when you tap or click the Contact card.

The list for customer's contacts are retrieved from the Contact base data saved in the local database.

To send an SMS message, tap the SMS icon beside the Mobile Phone No field.

Note: You can delete multiple contacts at once through the Contact maintenance feature of M3 Mobility Core Toolbox. When deleting contacts using Contact maintenance, the data is deleted from the Mobility Core database. Deleting contacts from M3 requires a different deletion process.

Agreements

This tab displays the list of agreements associated to a customer displaying the agreement type and other information such as validity dates.

To search for agreements, tap or click the Search icon.

Tap or click an agreement to show the Agreement details screen. You can view more information about the agreement on the Details tab.

In the Agreement details screen, the Agreement lines tab displays a list of agreement lines defined against a service. When tapped or clicked, it displays the Agreement line details screen that provides more information about the validity of the pricing method of the agreed lines.

Pending Operations

This tab displays a list of open operations of a particular customer either assigned to you or to another Field Service Technician.

When you tap or click an Operation card, you can view the operation details if you are allocated to the operation.

Note: Viewing of operations not allocated or dispatched to the user is not allowed.

Service History

This tab displays a list of all completed operations dispatched to the field service technicians for the customer. When you tap the operation card, it displays the Operation details screen with the tabs in read-only mode.

When you tap or click an Operation card, you can view the operation details if you are allocated to the operation.

Installed Equipment

 This tab displays the current list of equipment that is installed or owned by the customer. The list is retrieved from the Equipment base data that is saved in the local database.

When you tap or click the Equipment card, the set of dialogs for the equipment information is displayed.

Opportunities

The Opportunities tab displays a list of opportunities owned by the field service technicians for the customer or shared to field service technician by other users, such as sales person. The list is sorted by date in ascending order and by status.

Enabling the Dispatch work order setting in M3 Mobility Core Toolbox grants a read, write, and append access to the technician when a work order is dispatched. To enable this setting, please contact your system administrator.

To search for opportunities, tap or click the Search icon.

To add new opportunity, tap or click the + icon. The New Opportunity dialog window is displayed:
  • Save as Draft: Select the Save as Draft option to temporarily store the record in cache. Record is updated or deleted based on User permission on the account record. Click Save and a Draft indicator is displayed in the Opportunities tab list.
  • Submitted: The opportunity record is submitted when you click Save without selecting the Save As Draft option. You can no longer make changes in the opportunity record once submitted.

    To enable automatic generation of opportunity number, contact your system administrator.

To view or update the opportunity, tap the opportunity card:
  • Draft: You can still make changes in the opportunity record.
  • Submitted: Once submitted, record is set as read only.
To delete the opportunity, tap the opportunity card:
  • Draft: Click Delete icon and confirm.
  • Submitted: Once submitted, record is set as read only and cannot be deleted.
Note: When working offline, the field service technician can create, update, and delete draft opportunity records from any Customer. Once online, the technician can submit the draft opportunity records provided that he has the correct access rights to the customer.

This table shows the other menu options available:

Menu option Description

Search icon (magnifying glass)

Use to search a customer record that matches the value specified. The Field Service Technician can opt to scan a barcode to set the value of the search field.

Refresh option

Use to retrieve new or updated record for the customer list from the MFS database.