Create a Request Based on a Customer Search Result

Requests can be created directly from the Customer Search Results dockable window.  To create a request for an item in the customer search results window, complete the steps below:

  1. Right click on the address/customer that you are interested in.

    Create Customer WO

  2. A menu will be displayed.  Select "Create Request" from this menu.  Depending on your settings in LUCITY GISOptions, you may be prompted with the following dialog.  The Request Address dialog is used to indicate if the customer address is the same as the requester's address, location address, or both on the work request.  Select an option and then click OK.

    Request Address

  3. A second dialog will appear prompting you to select the category and problem for the request.  Select a category and problem and then click OK.

    Select Problem

  4. The system will create a new request, populate all known information, and will open the request for you in edit mode.
  5. If you searched on customer name, the entire first tab will be populated for you.  You will need to go to the Request tab and populate information about the complaint.  If you searched on address, the first tab will only be populated with the address, so you may want to enter the customer name and phone number on the Customer tab before populating the Request tab.

See Also

Customer Search Dialog

Creating a Work Order Based on a Customer Search Result

Address Locator Setup