Adding Services to a Service/Maintenance Contract
To add services to a contract:
1. Locate the Service/Maintenance Contract by searching in the sidebar or from a list view in Service/Maintenance Contracts tab and click the relevant contract name.
2. In the Included Services Related List section, click New. The Service/Maintenance Contract name is automatically populated in the screen.
3. If the customer is entitled for specific services only, enter the service name. You can also use the Lookup icon to find the service record.
4. If the customer is entitled for all services of a service type, simply select the service type.
5. Enter Additional Notes if applicable and then click Save.
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A Service/Maintenance Contract can support an unlimited number of service records. Repeat the above steps for each service you want to associate with the service/maintenance contract. You can also click Save & New after creating a new service/maintenance contract service record.
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