Following steps should be followed for navigating services in TDS CRM.
- Go to Inventory > Services.
- It will display the list of services. Use the New link given on top-right of homepage to customize this view in various categories such as investors, resellers, etc. to match your requirements. To view the certain type of accounts, select the view type from the Filter drop-down menu and the results will be displayed accordingly.
- To create a new view, click the New link given next to the Filter drop-down list. Specify your preferences and click Save. To view your newly created view, select it from the Filter drop down menu.
- You can also use the links of Start, End, Next and Previous given at the bottom of the accounts list for better navigation. Specify the page number for jumping directly to any specified page.