Service Manager

💡These articles explain how to set up and use the Service Manager, with a setup example and the Customer Budgets and User Activity reports.

Articles#

• Customer Budgets Report: Describes the Budgets vs Actuals Report, which compares each customer's sales targets with actual sales.
• Service Manager Edit View: Describes the Service Manager edit view, including its status bar, responses and linked transactions.
• Service Manager List View: Describes the Service Manager list view and its buttons, filters and fields.
• Setup & Settings: Lists the Service Manager settings and describes how to set up categories, statuses, responses and lookup lists.
• Setup Example: Sets out an example Service Manager setup for a printing company, with categories, statuses and lookup lists.
• User Activity Report: Describes the User Activity Report, which summarises each user's Service Manager activity.