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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Review and update the contacts for a service order line item

Review and update your customer's current contact information that is associated with a service order line item so that you can make sure that your customer's information is correct.

Before you begin

Role required: sn_ind_tmt_orm.service_order_manager

About this task

You can also add, change, or delete customer contacts as needed.

Procedure

  1. To view the customer contacts that are currently associated with a service order line item, locate the service order line item that you want to view.

    To learn more, see Review the line items and related details for a service order.

  2. Select Order Line Item Contacts.

  3. On the form, fill in the fields.

FieldDescription
First NameFirst name of the customer contact.
Last NameLast name of the customer contact.
Business PhoneBusiness phone number for the customer contact.
EmailEmail address for the customer contact.
  1. To add or delete a service order customer contact, perform one of the following actions.
ActionDescription
Add a service order customer contact
  1. Select New.
  2. Add the name, business phone number, and email address.
  3. Select Save.
Delete a service order customer contactSelect the options icon
Image omitted: more-options.png
next to the <strong>Save</strong> button, and then select <strong>Delete</strong>.</td></tr></tbody>

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