Toolkit Functions

The Toolkit in this module contains several functions allowing you to search for existing Requests by:

  1. Click on the Toolkit button in the module toolbar to access these functions. The following window will appear:

    request toolkit

  2. Select one of the search functions from the list and click Execute. A window similar to the following will appear. Depending on your selection in the Toolkit dialog, this window will list existing requests with the same Customer Address, Location Address, Parcel, or Phone Number as the current Request record.

    Existing Request

  3. Search through the list of existing requests to locate the desired record. Click Select to open the corresponding Request.

See Also

Requests

Requests Header Data

Customer Tab

Request Tab

Scripts Tab

Department Tab

WO Custom tab

Notifications Tab

Requesters Tab

Tracking Tab

Custom and Comment Tabs

Work Request Notifications

How to Create a Request

Linking Requests and WOs

Requests Tutorial Movies