Client Management Customer Explorer Customer Structure
Selecting the Service tree option will display a list of all Service and Inspection Tickets created for the System or Systems associated with the Site. This list will include both open and closed tickets.
A Service or Inspection ticket may be opened for viewing by double-clicking on the ticket row in the Active Pane. User permissions are required for this option; if the User does not have access to the Service Module, a ticket may not be accessed.
Right-clicking on the Service menu option will display a list of the following options: New Service Ticket and Refresh.
New Service Ticket – This option will open the new Ticket form; if there is more than one System record for the Site, a list will presented to the User from which to select. User permissions are required for this option; if the User does not have permission to use this function, this option will be grayed-out.
Refresh – Selecting this option will refresh the Ticket information displayed in the Active Pane.
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