Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Last updated March 30, 2024

Service Call Management

The following section is designed to offer a comprehensive guide on creating, managing, and deleting data within the EasyBase system. We’ll take you through the step-by-step process of creating a service call, managing a service call, and subsequently deleting a service call.

Create New Service Call

Generating a new Service Call in EasyBase is straightforward and offers several approaches. One commonly used method, involves navigating to the ‘Service Calls’ tab and clicking the ‘Create New +’ button.

Upon clicking this button, a new window will open, allowing you to choose the contact for whom you wish to create a service call.

Simply click on the desired contact and then hit the ‘select’ button to generate a new service call for the chosen contact.

Another method for creating a service call is by opening a ‘contacts’ record in a new window and clicking on the ‘Save as Service Call’ button.

Modify a Service Call

To modify a service call head to the ‘Service Calls’ tab, where you’ll discover two methods to open the details in a new tab. The first option is to double-click the row corresponding to the record you wish to edit. Alternatively, you can click the small blue edit button, which will also open the details of the record.

Upon opening the service call record in a new tab, you’ll notice that the interface closely resembles the one used when adding a new service call record.

Here, you can make any necessary adjustments, and afterward, simply click the green ‘Save Details’ button to save and finalize any modifications made.

Delete Service Call

Now, while this step isn’t typically necessary for most users, it’s essential to address it in case the need arises in the future: deleting a service call record from the system.

There are two methods to approach this: bulk delete or individual delete. Bulk deletion involves selecting multiple service calls using the checkbox provided in each row and then clicking the delete button located at the top of the window, just below the search bar. The second option is to delete a service call individually by using the red delete button on the respective row of the service call.

It’s important to note that deleting a service call record will also result in the removal of all associated files.

Therefore, exercise caution when deleting service call details to avoid unintended data loss.