Edit a Delivered Service

Use the following steps to edit a Delivered Service record.

Editing a DS record that is related to a case note e.g adjusting hours to a QTY value may cause errors when trying to run the CoS Case Note Report

1.        Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.       In the Client Funding table, click Open on the Service Contract to which you want to edit a Delivered Service.

3.       In the Delivered Services table, under Action, click on the Edit icon for the service you want to edit.

4.      The Edit Delivered Service screen for the selected Delivered Service displays.

5.      Make the changes you want, then click Save.

6.      The changes are added to the record in the Delivered Services table

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