Careview Client Profile - Service Regions

Create a Service Region

Use the following steps to create your applicable service regions.

1.      From the Main Menu, select CRM and click on Service Regions.



2.      The Service Region screen displays. Click on Create New.






3.      The New Service Region screen displays.


Complete the following fields;
  1. In the Name field, give your region a name e.g. Brisbane
  2. In the Timezone field, choose the applicable Timezone for the Service Region.
  3. In the Price Guide field, choose the applicable price guide.  e.g. For Brisbane choose NSW/VIC/QLD/TAS

The Service Region Code only needs to be populated if you need to Integrate with SAP.  Please refer to the SAP File User Guide for full details.

4.      Click on Save.


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