Slide 1

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In this session we have a quick look at the CRM Functions that are available on all Service Jobs.

Slide 2

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If there is already a CRM Connection on this Service Job then of course we can change it. Possibly we can go to the CRM Master. We can also Drill into the events which is what we are going to do in this example.

Slide 3

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Slide 4

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In this example we can see that this is the 1^st Service Job that we are performing for this particular Customer because it is the only Service Job listed. If this Customer has been here before, for various Services, then all of those Service Jobs would be listed here and we can Drill into any of them.

Slide 5

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Slide 6

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From the Event Action Screen, we can Drill deeper and this will open the Service Job that this particular event is linked to and will take us into a Query, on that Service Job.

Slide 7

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Slide 8

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Slide 9

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Slide 10

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So this is simply one example of how we can use CRM Functions on this Service Job.