Service Templates
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Consider using the extended description to contain the unique identifying code for the service. For example, if you were providing phone service, you could use the phone number of the service provided.
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Free Form | Prompts the user to type any value, letters or numbers.
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Number | Prompts the user to type a numeric value.
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Checkmark | Prompts the user to place a check mark in a provided box.
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Date | Prompts the user to enter a date value.
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Drop List | Prompts the user to select a value from a predefined list. Drop list choices are separated by a vertical bar (e.g. Choice 1|Choice 2|Choice 3 )
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Q01. | I cannot delete the service template, since it already has been used. What should I do?
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A01. | Edit the template and select the "Inactive" option. The template will no longer be available for selection on new records. If appropriate, ensure all service records using the template are inactive. (You might consider using the AutoChange Billing Status feature)
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Q01. | I don't see my question here. Where else can I get information?
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A01. | Visit our website's Technical Support section.
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