/
Core Module Setup
Core Module Setup
- Documentation Reviewer
Owned by Documentation Reviewer
This chapter includes procedures to set up the Service Management Core module. Setup procedures generally need to be completed only once, but you may refer to this chapter for instructions on viewing existing entries.
You must complete these setup procedures to effectively use Service Management.
See also:
- Signature Setup Checklists
- Using SmartList Objects for Signature Products
- Setting Up Security
- Viewing Application and User Activity Information
- Choosing Service Options
- Setting Up Auto Numbering
- Choosing Service Management Debit Accounts for Cost Transactions
- Setting Up Payroll and Overhead Offset Accounts
- Selecting a Service Call Numbering Method
- Labeling User-Defined Fields
- Setting Up Lookup Window Data
- Setup for Non-Invoice Module Users
- Setting Up Salesperson Records
- Setting Up and Using Document Management