Adding or modifying a customer profile

To update the People database permanently, you can open the People form from the Work Order record, as described in the following procedure.

To add a customer profile

1. From the IT Home Page, choose Service Request Management > Work Order Console.
2. Click Create to create a work order.
3. Click the Customer Search button .
4. On the People Search form, click Create.
   If you are using the Classic view, click Create on the Customer tab to add a customer profile.

5. On the People form, complete or modify the required fields, and click Save.
    If you are adding a customer record, you do not need to add all the information for this individual's profile, only what is necessary to submit the record.

   Important

   You cannot define a Support Person record here. For more information, seeAdding support staff.

   If you are adding a customer, the status of the person you added has a default value of Proposed. Your People/Contact administrator must verify those in Proposed status, update them to Enabled, and add any other information that is necessary.

6. To clear the Customer or Contact field and enter a different name, click the Clear Field icon .

To modify a customer profile

1. From the IT Home Page, choose Service Request Management > Work Order Console.
2. Open a current work order that belongs to the customer whose profile you are modifying.
3. Click the Details button .
4. In the People form, make the necessary changes.
   If you are using the Classic view, click Modify on the Customer tab to modify a customer profile.
5. Click Save.
6. To clear the Customer or Contact field and enter a different name, click the Clear Field icon .