Create On Call Order (Accounts) - Update to Information Displayed on 'Create On Call Order' (16496)

The Create On Call Order pop-up editor has been updated to include the following information: 

  • Site ID, Name and Address
  • EPA (if one exists)
  • Terms / Payment Required
  • Phone number
  • Contact (account contact, if one exists)
  • Business Hours - also added to the Edit Service Record pop-up editor
  • Site Access Note
  • Site Note


Pathway: Customer Service Screen > Calendar >  [right-click] Create On Call Order