We’ve improved the Calendar Service Call creation process by allowing dealers to update Customer Information directly while adding a new service call. Previously, if details such as the customer’s Name, Address, or Contact Information needed to be changed, users had to either update the customer record separately after creating the call or use the full Add Service Call page. With this enhancement, these customer details can now be updated directly within the Calendar workflow, reducing extra steps and making it easier to keep customer information accurate while scheduling appointments.

Modify Customer Information from Add Service Call Popup:

1. Click blue Actions button

2. Under Dispatching, click on Go to Calendar

3. Click on a Timeslot

4. Select Service Call

5. Select Service Call Type

6. Search for Existing Customer and Select

7. Click on Pencil Icon to Modify Customer Information

8. Save

Screenshots

Modify Customer Information from Add Service Call Popup

 

 

 

 

 

 

Information that can be Modified

 

 

 

 

 

 

Old Add Service Call Popup - No Edit Functionality (For Comparison)