Customize your client service types to help categorize cases and report on sales.
Add/edit client service types
Click Settings.
On the left side, select Cases > Client service types. 
Here, you will see your client service types listed out. If you have not already customized this list, you may see these default options:
To edit the list, click on an existing client service type to edit the name.
To add a new one, select Add client service type.
Add or edit the Name.
Editing names will overwrite the client service type assigned in a case.
When editing names, we recommend renaming them to comparable names to maintain accurate reporting (i.e. rename Cremation Mem Svc to Memorial Service Cremation).
Next, select if you'd like this client service type to be included in survey reports. 
For more information on survey reports, see how to Run & Configure Survey Reports.
Don't forget to save!
Removing client service types
To remove a service type, you can delete or archive it.
- Deleting will wipe its data from cases where it is assigned.
- Archiving will store previous case data but remove the option for cases moving forward.
Delete the client service type by selecting the trash icon.
Note: If a client service type is tied to your chart of accounts, you can only archive it.
To archive, edit the client service type and select the Archived checkbox.
Require Client Service Types
There are two settings for client service types.
- Client service type must be selected to sign the contract.
This will prevent users from signing the Goods & Services if there is no Client Service Type selected on these case types. - Client service type must be selected to add items to contract.
This will prevent users from building out a contract until a Client Service Type is selected on these case types.
If either setting is checked on, users will receive a red error message when trying to add or sign the Goods & Services page, depending on which setting you selected.
Need Help? Email us at support@passare.com or call (800) 692-5111!