Customize the Client Service Types that appear on the Case Information sidebar.
Add Client Service Types
Go to Admin > Organization.
Select Client Service Types > Add Client Service Type.
Enter the Name and check if you want to Include in survey report. Save.
For more information on survey reports, see how to Run & Configure Survey Reports.
If you want to delete a service type, select the trash can icon.
Require Client Service Types
There are 2 settings around Client Service Types. Check on the box for the setting you wish to apply.
- 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 the case.
- 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 the case.
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.
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