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Customers > Service Billing Tab > Service Order Types are not populating for new customers

  • 14 February 2024
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jaymarzian
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Hey folks, when i create a new customer in 2023 r1, then go to the Service Billing tab, there are three service order types in there by default.  I want all of the service order types to populate there when I create a new customer.   Any ideas short of an import scenario or am I missing something?

 

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Best answer by Laura02 14 February 2024, 19:26

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- John

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Laura02
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Hello,

Add all the service types to the Customer Classes, and then they should default to the Service Billing tab of new customers.

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
jaymarzian
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Userlevel 2
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Hello,

Add all the service types to the Customer Classes, and then they should default to the Service Billing tab of new customers.

 

Laura

You are so kind -- the answer is YES John you are missing something…  Thanks so much!   This one was easy…    :)

- John
Laura02
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We all miss something sometimes, John, including me.  😉

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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