Managing Product Specialization of a Service Team or Technician
To manage Product Specialization of a Service Team or technician:
1. Select the Service Team or technician record. Any existing Product records associated with the selected record are displayed at the bottom in the Product tab.
2. To add a product record, click Add Product. Select the product using the Lookup icon.
3. To add more than one product record, enter a keyword to search for products and click Go!. All product records matching the keyword are displayed. Select one or more records from the resulting set and then click Add Selected. The selected records are added to the list on the left, if not already added.
4. Click Save. Alternatively, to delete one or more product records from the team/technician, select the records and click Delete. Click OK when prompted for confirmation.
5. To return to the setup home page, click Back To Setup Home on the Top section.