Articles
Customers Show Multiple Times in Service Search
Issue:
We are seeing some customers show up more than once in the search.
Resolution:
This will occur when the customer has more than one active system on their account.
In this example the customer 8107 has three diff...
How to Set Up Customer Specific Service Level Pricing
To set up service level pricing specific to certain customers, follow the process below.
The only way to achieve customer specific service level pricing is to create customer specific service levels and assign those to the customers they are ma...
Service Module Permissions Issue
Issue:
A user has noticed that their permissions for Service appear to be different that others. When they open the Service option tree, they multiple different options as well as each of those options opening separate windows instead of ope...
Service Module – User Display Groups
Customers will sometimes want to group their technicians in the Service module. The Service module has a feature to group with instructions below.
Click on icon 1, this will open the Display Group.
You can create a Display Group i...
How to Add Miscellaneous Appointments to Multiple Techs at once
How do we add something like a lunch time to our techs? Doing it one at a time takes a long time because we have so many.
In Sedona Service module, go to View and select Misc Appointments
Select the Miscellaneous Appointm...