A service restriction can also be set or removed using the Status Reason button found in the ribbon of the customer and matter windows. For this, the power user must create new status reasons “Service Restriction” and “Service Restriction Off" in the Settings for both corporate and private customers, as well as for matters.
- Add a status reason for corporate customers in the Settings > Customer Settings > Status Reasons (Company):
- Set the name as "Service Restriction".
- In the Values to Update section, add a field named Service restriction and set its value to “selected”.
- Once the parameter is saved, selecting Status Reason > Service Restriction in the customer window will mark the Service Restriction field as selected in the customer window.
- Similarly, add a status reason “Service Restriction Off” so you can also remove the restriction directly from the customer’s ribbon. In this case, leave the field value empty.
- Create the same status reasons for private customers (Settings > Customer Settings > Status Reasons (Private Person).
- Create the same status reasons for matters (Settings > Matter Settings > Status Reasons).
After these configurations, a service restriction can easily be applied to a corporate customer, for example, by selecting the Status Reason button and Service Restriction from the ribbon.
The Service Restriction Off option, in turn, removes the restriction. The status of the Service Restriction field in the customer and matter windows will change according to the selected status reason.
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