This documentation supports the 19.02 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Configuring the search type for Customer and Contact fields

Using the Work Order Settings form, an administrator can configure which People form fields are searched when a service agent enters information in the Customer or the Contact fields. You can select the required option from the list that is displayed. 

You can configure the Customer and the Contact fields to search against one of the following People form fields. For example, using the default configuration, the application searches against the Internet email address that appears on the People form.

  • Corporate ID
  • First Name
  • Last Name
  • Internet Email (default)
  • Login ID
  • Phone Number

To configure the search type for Customer and Contact fields

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Service Request Management > Work Order > Work Order Settings, and then click Open.
  3. Click Show Settings to populate the fields with the current setting.
  4. From the Customer and Contact Search Type list, select the type of search you want.
  5. Click Add/Modify Settings to save the setting.
Was this page helpful? Yes No Submitting... Thank you

Comments