Customer Non-Service Visit

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Records>Customer>Non-Service Visit
The non-service visit screen is used to add the reasons why customers were not serviced into the system. This screen also displays any non-service visits added to the system with the mobile devices.

In order for employees to access this screen, the "Records>Customer>Non-Service Visits" checkbox on the Plugins Panel must be checked.

How-To Apply A Non-Service Reason to a Visit

  1. Go to Records>Customer>Non-Service Visit.
  2. To create a new visit, use the drop down arrows to select the customer, non-service reason, visited by, and when visited.
  3. Select the command button Post Visit.
  4. Additionally, you can view non-service visits from the Employee>Records Non-service panel and the Customer>Records Non-Service panel.

Applying a Non-Service Reason on the Handheld

  1. From the main screen, tap the hyperlink Run Route.
  2. Select the customer off the list on the Run Route screen.
  3. Tap the hyperlink Service and tap Non-Service.
  4. Select the non-service reason and type in any notes.
  5. When finished making changes, tap Use It.