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 table, click Open on the Service Contract.

3.       In the Service Support table, click Edit on the Service Support record you wish to convert to a Stated Support.

4.       The Edit Service Support screen displays.

5.   Click on the Stated Support checkbox.

If you wish to remove the Service Provider, simply click on the Service Provider field and click on Select Service Provider to set it to Blank.

5.      Click Save.

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