Step 2 - Contact - Services

Selecting a Service

1. Click the Company popup button ( ). The Select Service dialog will be displayed.
2. From the Entity Role drop-down list, select an entity.
   • Enter all or part of the entity's name in the Name field to further filter the Entity list.
3. From the Entity list, select the required service.
4. If you know the name of the contact, select the required contact.
5. Click the OK button.