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How to create a work order against a contact rather than an account in Field Service

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Posted on by sjm16

Does anyone know, or has any suggestions, on how to log a work order against a contact rather than an account in Field Service?

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sjm16 on at

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RE: How to create a work order against a contact rather than an account in Field Service

That's the only way round I came up with Prashant, so thanks for verifying
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PS 23,577 on at

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RE: How to create a work order against a contact rather than an account in Field Service

Unfortunately the answer is no. Work order is always created against a billing & service account.

What you can do is.... create a business rule to fix the billing & service account as a default/dummy/ generic account. And hide these fields

Create a custom field for contact and select your contact there
sjm16 on at

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RE: How to create a work order against a contact rather than an account in Field Service

This is just a generic guide to how to create a work order, I know how to create a work order I need to know how to associate it to a contact rather than an account. Thanks
Rajkumar Rajaraman 18,108 on at

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RE: How to create a work order against a contact rather than an account in Field Service

Refer this:

www.microsoft.com/.../create-a-work-order-field-service.aspx

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