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Lookup windows contain a list of items entered when you set up or as you use Service Management. Lookup windows provide a way to organize, validate, and speed up information entry. A lookup button in a field indicates that a lookup window is available. Almost all the lookup window selections are user-definable, giving you flexibility to customize Service Management Series.

You can partially type an entry and choose CTRL - L in fields with an attached lookup window to locate information more quickly. For instance, if you enter "Sch" in the Location Name field in the Service Manager window and choose CTRL - L, the lookup window's data will start listing with the first occurrence of "Sch".

Table of Contents

Refrigerant tracking lookup data

Setting up skill levels

Setting up technician shifts

Setting up technician activity IDs

Setting up service areas

Setting up branches

Setting up technicians

Setting up technician teams

Setting up divisions

Copying division accounts

Setting up customer user-defined lookup windows

Setting up location user-defined lookup windows

Setting up postal codes

Setting up contacts

Setting up problem types

Setting up call types

Setting up appointment status

Setting up the service user-defined field lookup window

Setting up trouble codes

Setting up resolution codes

Setting up resolutions

Setting up manufacturers

Setting up installation information

Setting up extended warranty types

Setting up equipment types

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