User guide
pobvol Service Solution
Version: 11'24
English Deutsch

Service customers

Your service team needs customer data for planning and documenting service activities. The data is entered by app admins in the app pobvol Service Board. The data is saved in the SharePoint (SP) list 'Servicekunden'.

Customer data can also be imported from a connected database. However, not all customer data is simply transferred to the SP list! The data is imported if the demo data flag is set or a service activity has been recorded for which the customer data is missing in the SharePoint list. Changed data is imported if the customer is in the SP list. The comparison is made using the customer number.

Content

Add a service customer
Search and display a service customer
The customer details
The contact details
Bing-Maps
Customer devices

Add a service customer

On the home screen of the app 'pobvol Service Board' access the service customers.

Customers: This icon is used to call up the service customers. The service customer overview with the detailed display is displayed.

Add customer: By clicking on this icon, a customer can be added. The icon is only visible to users who belong to the app user group App Admins.

Select the Add Customer icon. 'Add Customer' is displayed in the detailed view . All fields are empty, only country and language are pre-filled.

Enter a unique customer number. Please enter the correct customer number. This means that changed customer data will be automatically imported from any connected database. Customers without a connection to your database must be recorded with a separate Z number range (e.g. ZDemo7).

Enter the customer data. Your input is saved automatically as soon as you leave an input field.

Mandatory fields are customer number, customer, customer location. However, all information is required for customer visits and communication with the customer. The address is required so that the technicians know where to go. A contact person with telephone and email is required so that the technicians can contact the customer by telephone or email.

Finally, select Close.

Top ↑

Search and display a service customer

On the start screen of the app 'pobvol Service Board' call up the service customers. The customer overview with the details is displayed. The overview lists all customers.

To filter the list, simply enter a search term in the search field. The customers for whom the search term is found will then be displayed. The customer number, customer name, street, postcode, customer location, country, contact person, telephone number and email address are checked.

The list is sorted by customer name in ascending order.

Sorting: Clicking on this icon changes the sorting of the list from ascending to descending and vice versa.

Refresh: Clicking on this icon reloads the data.

Select a customer in the overview. Click on an entry to open it. The data of the selected entry is displayed in the detailed view.

Top ↑

Service customers

Content

Add a service customer

Search and display a service customer

The customer data

The contact details

Bing-Maps

Assigned devices