Service Types List View Interface

A Service Type is a process that you manage with the Service Manager (e.g. Accounts, Projects, Customer Support, Sales). It defines the interface for its service tickets, and you can create an unlimited number of Service Types.

Once created, the Service Type must be added to a menu so that tickets can be created and shown. User access must be set for each Service Type separately.

Buttons Explained#

Fields Explained#

Field	Description
Field Chooser (*)	Add or remove columns.
ID	The system-generated number for the entry.
Description	The Service Type’s description.
Code	The brief description of the Service Type.
Entity	The entity in which the Service Type can be used.
Company	Whether the Service Type uses customers, suppliers or neither.
Project	A checkbox. If checked, projects are used.
Sales	A checkbox. If checked, the Service Type is used to manage sales enquiries.
Created	The date on which the Service Type was created.
Updated	The date on which the Service Type was last updated.
Updated By	The user who last updated the Service Type.
NCR	A checkbox. If checked, the Service Type’s NCR > Enable NCR setting is checked.
	A submenu (also opened by right-clicking the entry) with these options: Edit: Opens the edit interface. Delete: Deletes the Service Type if it has not yet been used. Edit User Access: Sets user access for this Service Type. Edit Project Templates: Lets you edit the Project Templates.