View a summary of a customer's activity and installed machines
You can view a complete summary of a customer’s activity and all of the machines associated with this customer. The customer activities are listed as events occur in the system.
To view a summary of a customer’s activity and installed machines
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Open the Customer Summary (FSCSUM) page.
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Select Customer Relationship Management > CRM Transactions > Field Service > Customer Summary.
Or
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Search for FSCSUM in the Navigation box and then select Customer Summary.
The Customer Summary (FSCSUM) page appears.
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Click the Activity Log tab.
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Click Browse on the Ribbon.
The Browse For Customer Summary window appears. -
Select a row and click Select. Or double-click the customer summary to view. Click Cancel to exit from the Browse For Customer Summary window.
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Examine the information.
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To view installed machines associated with the customer’s activities, click the installed Machine tab.
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Close the window after you examine the information.