Associate properties with customers to easily create service requests for customers. Properties are based on the property-building-floor/unit structure established on the Service Request page.
You must define property structures before associating properties with customers.
See Defining Property Code-structure Combinations for Service Requests.
To associate properties with customers:
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Select Work > AMS-Customer.
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Select the customer with which to associate a property, and then click the SR-Properties tab.
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Click Add Property.
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Specify this information:
Property - Specify the property to associate with the customer.
If you enter a Property only, the system assumes that lower-level values are implied. In this case, you cannot
use the same property twice for the same customer.
Building - Specify the building of the property to associate with the customer.
Floor/Unit - Specify the floor or unit of the building and property to associate with the customer.
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Click Submit.