Add, Modify, & Delete Customers on a Service Request

Add, Modify, & Delete Customers on a Service Request

Customers are external parties who submit service requests via a 311 portal, phone call, email, etc. One or more customers can be attached to the service request record. At least one customer must be associated with the service request record.

 

Add a Customer to a Service Request

  1. Click + Find to add a customer stored in NEXGEN. 
  2. Or, click the dropdown arrow to the right of the + Find button to add the customer information manually.

For more information about how to add a customer, visit our Create a New Service Request article. 

 

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Edit or Delete an Existing Customer on a Service Request

  1. Click the dropdown arrow on the customer. 
  2. Click Edit to edit customer information. 
  3. Click Delete to remove this customer from the service request record. 

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