Manage Service Provisions

Navigation

• Click your initials on the top right in the header

• Click "Admin" in the Dropdown

• Click "Service Provisions" under Settings

Service Provisions

Add New Service Provisions

• Click the blue "+ New" button. Enter a Service Provision name, an optional Description, and Click Save

Manage Existing Service Provisions

• Navigation

  • Use the "Previous Page" and "Next Page" options to scroll through the different pages of Service Provisions

  • Use the "Filter" next to "Name" to search, sort A-Z, or sort Z-A on the current page

• 3 Options when managing existing Service Provisions

  • Edit

    • Change the name or description of the existing Service Provision

  • Archive/Unarchive

    • Archive an existing Service Provision

    • Unarchive (Restore) a previously archived Service Provision

  • Delete

    • Remove the existing Service Provision

    • This can only be completed if the Service Provision has not been used

User Feature

Users will see this feature on the Caller Details section of a Contact. See 2. Contact Information for more information