Can HEAT be changed to Allow New Records to be populated by Contact Name instead of CustID?

Version 2

    Details

    Can HEAT be changed to Allow New Records to be populated by Contact Name instead of CustID?

    Technicians need the ability to select the Contacts name and will not necessarily know the the Contacts CustID value.

     


    Resolution

    The Purpose of the attached documentation is to create the needed structure and processes to allow Call Logging end users to create a new Call Ticket, select a Contact Name and still back fill the remaining fields on the Subset including the CustID field. In the out of the box HEAT design, the CustID would need to be filled in first, and then a Contact would be selected. This process will allow end users to select the customer based on their Contact without needing to know their CustID value.