This documentation supports the 20.02 version of BMC Service Request Management.To view an earlier version, select the version from the Product version menu.

Configuring the People form to appear when selecting customer or contact

You can choose to have the People form appear after a work order manager selects a customer or a contact name when registering a new request. Having the People form appear enables the manager to see and, if necessary, edit any of the People information on the People form. 

The default setting is No, which means the People form does not appear.

Related topics

Adding-or-modifying-a-customer-profile

To configure the People form to appear when selecting a customer or contact

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Service Request Management > Work Order > Work Order Settings, and then click Open.
  3. Click Show Settings to populate the Customer and Contact Search Type field with the current setting.
  4. From the Display Customer Info Dialog list, select Yes to have the People form appear.
  5. Click Add/Modify Settings to save the setting.

 

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