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 ...
Please follow the steps below to delete a Service Region. 1. Click on the CRM and select Service Region. 2. Click on the rubbish bin to delete the Service Region. 3. A confirmation window will appear, click confirm to complete the ...
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 ...
If you need to make any changes to a Service Contract, use the following steps. 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 below the ...
Use the following steps to edit a Service Support record. 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 ...