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?
Best answer by Laura02
Hello,
Add all the service types to the Customer Classes, and then they should default to the Service Billing tab of new customers.
Laura
+19Hello,
Add all the service types to the Customer Classes, and then they should default to the Service Billing tab of new customers.
Laura
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… :)
+19We all miss something sometimes, John, including me. 😉
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