en

Knowledge

  1. Home
  2. Knowledge
  3. Service Management module for Perfex CRM

General Setting In Service Management

  • Last Created On Jul 06, 2023
  • 50
0 0

Categories -> Billing Plan Units -> Services / Subscription services Menu -> Orders Menu -> Contract -> Appendix


  Ø Select Settings -> Select the General screen

  Ø The General screen is used to set whether to allow the Service Management menu screen to be displayed in the Client Portal. If you check the Display service management on client portal field, the system will allow the Service Management menu to be displayed in the Client Portal

    

Views: 50

Recent Articles

  • Updated feature in version 1.1.3 of the...
    17
  • From Form on web site: Page expired, ref...
    15
  • Updated features in version 1.1.2 of the...
    22
  • Planner Reports
    19
  • View Planner
    21

Popular Articles

  • Warehouse
    1018
  • Item Settings
    773
  • General Accounting Settings
    761
  • Mapping Setup
    714
  • Inventory Receiving Voucher
    596