Editing existing caller records - HxGN EAM - 12.0.1 - Help - Hexagon

Edit existing caller records on the Add/Edit Caller popup. Then you may save the changes to the selected caller’s record or as a new record.

Editing an existing caller record permanently updates the caller’s information in the system. If you only want to specify a different contact person for a specific service request, simply enter the contact’s information on the Service Request form.

To edit existing caller records:

1. Select Work > Service Requests.

2. Click New Record.

3. Search for a caller by using the Find Caller By search bar.

4. Right-click on the form, and then choose Add/Edit Caller.

5. Choose one of the following options:

   • Save as New - Click after you edit existing caller details to save the changes as a new caller record.

   • Save Changes - Click after you edit existing caller details to save the changes to this caller record.

     

     • If an ID is listed on the existing record, you must change the ID before clicking Save as New.

     • Click Cancel to close the Add/Edit Caller popup without saving changes.

     • Click Reset to clear all data on the Add/Edit Caller popup.