Services

Services

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Services module to document the types of services the firm provides for its clients.

Service types are very handy for segregating clients into different groups for the performance of global firm actions. 

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Services records.

To…

Then…

Create a Services record

  1. Access the Services Create form using one of the following:
    • Click Firm > Services > Create Services from the Navigation menu.
    • Click Create New on the Services List View.
  2. Complete the Services Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Services

Click Firm > Services > View Services.
The Services List View displays.

Display the details for a Services record

Click the name in the Services List View.
The Services Detail View displays.

Edit services information

  1. Access the Services Edit View by doing one of the following:
    • Click Edit in the Services Detail View.
    • Click the edit icon (pencil) associated with the record in the Services List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Services records

  1. In the Services List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Services Detail View.

Update information related to multiple Services

  1. In the Services List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate services information

Click Duplicate in the Services Detail View. Duplication is a convenient way of creating a similar services. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Services List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Client

Click the Client associated with this Service record on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

Assigned to

By default, the record is assigned to the creator of the Service record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Service Type

Click the type of service being provided for the client. This may represent a type of service contract, work performed by an employee, periodic communication such as phone calls, or the delivery of specific reports.

Service Frequency

Click how frequently the selected service is provided.

Service Group

Click a service group; it may be desirable to organize clients into service groups to distribute the workload.

Report Format

If the client receives a report, enter additional details about the report.

Report Name

If the client receives a report as part of this service, enter the name of the report to be delivered.

Hourly Rate

Enter the hourly rate for the service.

Flat Fee

Enter the flat fee for the service.

Start Date

On the Date Selector click the date the service starts.

End Date

On the Date Selector click the date the service ends.

Description

Enter additional details about the Service.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Business Insurance record click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field; you must assign a Team.

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