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Deleting a Customer Service request Expand / Collapse
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Posted 1/16/2008 2:53:28 PM
AyaNova Sales & Support

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Group: Administrators
Last Login: Today @ 7:20:51 AM
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Hi

I just wanted to post here a reminder about how a customer service request can be deleted.

Only the customer via WBI can delete a service request - and only if it is not presently linked to any workorder.

Once a customer service request has been accepted, it generates a workorder - and is therefore linked to the workorder generated, and can not be deleted. If after the workorder has been generated, it is determined that the service request is not actually needed, to be able to delete it, you must first delete the created workorder, which removes the link to the generated service request - than the customer can delete the original service request from within their WBI. Customer logs in via WBI, views the service request, and selects the Delete menu option.

If a customer service request has been declined, the customer can delete it from their WBI login as it is not linked to anything. Customer logs in via WBI, views the service request, and selects the Delete menu option.

If there is no Delete menu option showing in a Declined service request, it may be that the AyaNova Administrator hase not set the Object.ClientServiceRequest to a right of Read/Write/Delete for that client's security group.

- Joyce


AyaNova Sales & Technical Support
http://www.ayanova.com
Post #3755
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