Associate customers’ employee names with customer records to help identify callers for service requests.
To create callers for customers:
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Select Work > AMS-Customer.
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Select the customer for which to create a caller, and then click the Callers tab.
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Click Add Caller.
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Specify this information:
Org. - Specify the organization to which the customer caller belongs if you use multi-organization security.
Name - Specify the name of the caller.
ID - Specify the user ID that the customer can use to log in to the customer service request system.
Phone - Specify the primary phone number of the caller.
E-mail - Specify the primary e-mail address of the caller.
Fax - Specify the primary fax number of the caller.
Property - Specify the default property of the caller.
Building - Specify the default property building of the caller.
Floor/Unit - Specify the default building floor or unit of the caller.
Allow Service Request Creation - Select to indicate that the caller may create new service requests.
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Click Submit.
Optionally, click Revoke to remove the caller's record and all references to the record for GDPR compliance.
This process is not reversible