Edit a Service Support

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 which you will add a Service Support.

3.       In the Service Support table, click Edit on the Service Support record you wish to change.

4.       The Edit Service Support screen displays, make the required changes.

A value of '0' should never be entered in the Rate Amount field.

Where you have chosen an incorrect Management Style.  Please refer to this Troubleshooting Tips Article for guidance before you proceed to amend the Service Supports on the Service Contract.

1. If you want to exclude the Service Support from the CoS Client List page, tick the CoS Exclusion check box.
   
2. If you want to exclude this Service Support from invoicing, tick the Invoice Exclusion check box.
   

If the Invoice Exclusion option is ticked, the Service Support will display in grey.

5.      Click Save.

6.      The changes are updated in the Service Support table.

• Related Articles

• Entering funding for support coordination clients

  To enter the funding for your support coordination client, open the service contract by going to the CRM section on the menu, clicking on clients and selecting the client's name. On the client profile screen, go to the client funding section showing ...

• Edit a Stated Support

  Use the following steps to edit a Stated 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. 3. In ...

• How to Convert an existing Service Support to a Stated Support

  Follow these steps if you have an existing Service Support that you wish to convert to a Stated Support. 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 ...

• Set up a Support Coordination Client

  This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...

• Creating a service contract

  To create a service contract for your client, go to the CRM section on the menu, click on Clients and select your client. On the Client Profile screen, go down to the Client Funding section and click the new link on the right hand side. The Create ...