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Change customer name field in service order

When a service order is saved, you cannot change the customer name. At times, the customer selected is wrong or they have had a name change. Instead of creating a new service order, the name can be changed instead before any appointments have been completed.

  • Emily deMol
  • Mar 25 2020
  • Attach files
  • Andrew Ramsay commented
    29 May 08:35pm

    This is important in many industries. Many time the location does not change, but it could be a different customer like a landlord or insurance. If this is a after hours call, the technician has no idea who the billing customer is; they just know the address and the person at the address. Many time we need to bill the landlord instead of the tenant and the tenant is who gets put on the service order.