1.2. Services Detailed View:

When services name is clicked from the services homepage, it displays its detailed view page. This page contains the following detailed information about the particular service record.

 

Service Information Detailed information about the service.
Pricing Information Pricing details of the service.
Description Information Additional details about the service.
Trouble Tickets List of associated trouble tickets.
Quotes List of associated quotes.
Purchase Orders List of associated purchase orders.
Sales Order List of associated sales order.
Invoice List of associated invoices.
Leads List of leads associated with the service.
Customers List of customers associated with the service.
Contacts List of contacts associated with the service.
Potentials List of potentials associated with the service.
Documents List of documents associated with the service.

 

Following is the list of operations that you can perform on services from services detailed page.

 

Edit Change the properties of the service
Delete Remove the service from the TDS CRM.
Duplicate Duplicate the existing service to create new service.
Create Quote Create quote for the service.
Create Invoice Create invoice for the service.
Create Sales Order Create sales order for the service.
Create Purchase Order Create purchase order for the service.
Add Trouble Tickets Add trouble tickets to the service.
Add Leads Add leads to the service.
Add Customers Add customers to the service.
Add Contacts Add contacts to the service.
Add Potentials Add potentials to the service.
Add Documents Add documents to the service.