Service Requests Reporting Example

customertrax 1. Handle CRM 1.0, x. Uncategorized


Creating service requests through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs.


Search Examples

Create saved searches for active requests by location and type.

  1. Available fields to search by and display in grid
    1. Base Machine Bundles
    2. Date
    3. Delivery Prep
    4. Description
    5. Est. Completion
    6. Labor Type
    7. Location
    8. Machine Attachment
    9. Parts/Other Bundles
    10. PO Number
    11. Request No Later Than
    12. Requested By
    13. Service Location
    14. Status
    15. Title
    16. WO Number
    17. Account
    18. First Name (Account)
    19. Last Name (Account)
    20. Email (Account)
    21. Work (Account)
    22. Mobile (Account)
    23. Delivery Address (Account)
    24. Delivery Apt/Suite (Account)
    25. Delivery City (Account)
    26. Delivery County (Account)
    27. Delivery Country (Account)
    28. Delivery State (Account)
    29. Delivery Zip (Account)
    30. Branch (Account)
    31. Class (Account)
    32. Account Number (Account)


customertraxService Requests Reporting Example