Service Requests: Customer Tab

Use the Customer tab to view or enter customer information for the selected service request.

To open the Customer tab, on the Service Requests screen, click a Request Number.

The Information fields on the Customer tab are:

Information
Field	Description
Request Number	The service request number.
Created By	The name of the dealership employee who created the service request.
Customer Name	The name of the customer the service request was created for.
Date	The date on which the service request was created.

These search fields appear on the Customer tab are:

Field	Description
First Name	The customer's first name.
Last Name	The customer's first name.
Address 1	The customer's address.
Address 2	Addition address line for the customer.
City	The city where the customer resides.
Province/State	The province/state code where the customer resides.
Country Code	The country code where the customer resides.
Postal/Zip Code	The customer's postal/zip code.
Phone	The customer's phone number.
Work Phone	The customer's work phone number.
Work Phone Extension	The customer's work phone number extension number.
Email	The customer's e-mail address.
Customer	The customer number.
Company Name	The customer's company name.
Name	The name of the company contact.
Address	The name of the company contact.
City	The city where the company is located.
Province/State	The company province/state code.
Country	The country where the company is located.
Zip/Postal Code	The company zip/postal code.
Business Phone Number	The company phone number.
Business E-mail Address	The company e-mail address.
Contact	The customer contact associated to the service request.

Revision: 2026.02