Add customer activity notes

You can record contact-type information for all service-related activities. You can keep track of all conversations you have with a customer during a service order. You can also identify those conversations regarding a specific machine.

To add customer activity notes

1. Open the Customer Summary (FSCSUM) page.

   1. Select Customer Relationship Management > CRM Transactions > Field Service > Customer Summary.

   Or

   2. Search for FSCSUM or Customer summary in the Navigation box and then select Customer Summary.

   The Customer Summary (FSCSUM) page appears.

2. Click the Activity Log tab.

3. On the child toolbar, click New.

4. Click the Contact Lookup Reference.

   The Lookup For Contact window appears.

   • Select the row that contains the required contact name, and click Select.

     Or double-click the row that contains the required contact name.

   • Click Cancel to exit from the Lookup For Contact window.

5. Click the Serial No Lookup Reference.

   The Lookup For Serial No window appears.

   • Select the row that contains the required serial number, and click Select.

     Or double-click the row that contains the required serial number.

   • Click Cancel to exit from the Lookup For Serial No window.

     If it is a unique serial number, the system fills in the Machine field for you.

6. In the Notes box, enter notes for the new event.

7. Click Save. The customer activity notes are saved.

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