Customer Service Requests grid

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Customer Service Requests grid

The Customer Service Requests grid in AyaNova is where you can view requests for service made directly by clients using the optional add-on WBI (web browser interface)

 

In addition to supporting roving technicians on the road, WBI is also an excellent way to provide modern service capabilities to your customers, refer to the our web site http://www.ayanova.com for details on WBI and other remote access options.

 

The Customer Service Requests grid in the AyaNova program is also where you can accept a request (and thereby auto-generate a service workorder from it), or reject a request.

 

CSR1

 

 

Security Group internal object: Object.ClientServiceRequest

 

Forbidden: User of that security group can not access the Client Service Request grid nor CSR entry screens
 
Read Only: User can view the Client Service Request grid but can not accept or reject if also has rights to Service Workorders
 
Read/Write or Read/Write/Delete: User can access the Vendors grid, view, accept and reject  if also has rights to Service Workorders

 

 

 

 

Columns of the Customer Service Request grid

Status

displays whether request is open, accepted or rejected or if workorder the CSR was created from is Closed


Workorder

Displays workorder # request accepted to

Select to open Service Workorder entry screen

Priority

Priority set by customer


Record Created

Date when customer created service request


Client

Name of client service request is for


Reference Number

Number assigned by customer for their internal use


Head Office

Name of head office for the client if applicable


Client Service Request

Brief description of service requested

Select to open the Customer Service Request

Record Created By

Client user’s initial’s that created the service request


Serial Number

Unit selected by client to be serviced if applicable