Change or remove a technician

Article • 6/8/2026 • 1 min read

You can also change or remove information about a technician.

To change or remove a technician

  1. Open the Technicians (TECH) page.

    1. Select Customer Relationship Management > Master Data > Field Service > Technicians.

    Or

    1. Search for TECH in the Navigation box and then select Technicians.

      Technicians (TECH) page appears.

  2. Click Browse on the Toolbar.

    Browse For Technicians window appears.

  3. Highlight a row and click Select.

    Or double-click the technician whose information you want to change.

    Click Cancel to exit from Browse For Technicians window.

  4. To change a technician:

    1. Make your changes.

    2. Click Save on the Toolbar.

  5. To remove a technician:

    1. Click Delete on the Toolbar.

      A message, Preparing to delete this information. Are you sure? appears.

    2. Click OK to confirm the removal.

      Click Cancel to retain the value.

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