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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?

 

Hello,

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…    :)


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


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