The Customer Search tool searches Customer records, Address records, and Work Requests to help locate them in the map. It can search based on Customer Name, Address, or Phone Number, enabling the user to quickly identify a customer, locate an address or create a new Request.
Populate the CategoryCode column first, because the system may auto-complete other columns based upon the Category chosen.
To assign the same value to multiple rows, hold down the Shift key and click in the field to set the value. After updating the cells, click on another cell to refresh the grid and display the updated values.
Note: The grid automatically detects data-type errors when another cell is selected. If the entered value is not valid, a message similar to the following appears:
Work Flow Setup columns end in a white button. Click the button to open a pop-up list of available values. Select the appropriate item from the list. If the user has permission, the Show All button is enabled, which allows the user to toggle between items associated with the Category and all items in the system.
If desired, enable the Export the current map display and attach it to the request(s) option to create and attach a PDF file of the current map extent to each Request.
After completing all required fields, submit the Request using one of the following options:
Submit and View in Desktop: Submits the Work Order or PM template and automatically opens it in Lucity Desktop. The first record opens in Edit mode.
Submit and View in the Web: Submits the Work Order or PM template and automatically opens it in Lucity Web.
Submit Only: Submits the Work Order or PM template without opening it.
How to locate a Customer or Address
button on the Lucity Analyst toolbar. The following pop-up appears. (By default, the dialog is pinned to the left side of the screen.)
