The Service Providers screen is used to manage a contact's service providers.
| Expand |
|---|
| title | Opening the Contact Service Providers Screen -Click here to expand |
|---|
|
- From the Contact menu, select Services.
- From the sidebar, select Contact then Services.
|
| Expand |
|---|
| title | Editing a Service Provider - Click here to expand... |
|---|
|
- Click the Edit button to change the screen into Edit Mode.
- Click the Company popup button (
 ). The Select [Service Provider]dialog will be displayed. - From the Entity Role drop-down list, select the required entity role, such as 'Accountant'.
- Enter all or part of the entity's name in the Name field to further filter the Entity list.
- From the Entity list, select the required service.
- If you know the name of the contact and it is displayed in the list, select the required contact from the Contacts list.
- Click the OK button.
| Note |
|---|
If a service provider is changed at any time and you have applications, you will be prompted to update those applications with the new changes. |
|
| Expand |
|---|
| title | Communicating with a Service Provider - Click here to expand... |
|---|
|
- Click the Communicate button (
 ). The Communicatedialog will be displayed. - Select the communication type.
- Select the required template style.
- Click the OK button.
|