Services - Settings

Settings are customized by selecting the settings to be used according to the company's preference from the General Settings menu.

Make a stage definition from the Stage Definitions menu. Click the Add New Stage button, enter the stage name, description and sequence number, and save.

A record is added to the project detail through the marked applications.

The Service Category list is displayed. A new record is created by clicking the Add New button.

The supplier list is displayed. The Add Supplier button is clicked and a new supplier is added.

Information for customers who have purchased service packages is displayed.

On the Service Products Screen All service products are listed and managed. Click the Add New Service Product button to add a new service.

This is the screen for matching membership fee categories. Service Category, Incoming Membership Category and Outgoing Membership Category are determined and saved.

Provides automatic numbering of service areas. Automatic numbering structure can be easily established by adding prefix, automatic incrementing number and suffix.

Default Meta Data Definitions ensure that data and information are kept in a standard format within the system. This screen lists predefined data configurations.