Overview
Service and warranty lists help support and service teams find open requests, review warranty records, and follow up on customer service activity.
Where To Find It
Path: Service Request > Service and warranty lists
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users filter the list by customer, date, status, item, or warranty reference, then open the selected record for detail and action.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the service request or warranty list.
- Filter by customer, status, date, item, or reference.
- Review the list and identify the record requiring follow-up.
- Open the service request or warranty record for details.
- Update or continue the workflow according to the service process.
Best Practice
- Use status filters to focus on open work.
- Keep warranty references and serviced item details clear.
- Review service history before promising a resolution.