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 the Service Support table, click Edit on the Stated Support record you wish to change.
Please check out this KB Article - Convert Existing Service Support to a Stated Support.
4. The Edit Stated Support screen displays, make the required changes. i.e. Add a Service Provider.
5. Click Save.
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