Service Manager - Classes

Overview

Classes are a settings group for Service Manager. 

Statuses, Categories, Responses and Project Templates are all linked to Classes.

Batch Update functionality in the Service Manager List View can be used to update the Class on SM Tickets - this will set the Category and Status to same-name equivalents in the new Class. The batch update will only be applied if the following Class settings are the same:

• Contact

• Components 

• Projects

• Type 

Fields

• Description 

• Projects - Enable Project functionality

• Components - Enable Components

• Contacts - Select from Internal, Customers, Suppliers

• Type - Select from Default, Sales, Accounts

• Item Category Ids for Assets - this allows you to link Service Tickets to Assets

• SP for Detail - Add the name of a stored procedure that generates content for the Detail tab.

Contacts

• Internal - Linked to a Staff member.

• Customer - Linked to Customer and Contact

• Supplier - Linked to a Supplier and Contact

Types 

The Type setting is used to enable certain fields and functionality as well as how the ticket can integrate with other modules. 

Sales

The Sales type enables you to handle your Sales Opportunities throughout their lifecycle, from creation to finalization. 

Statuses are used to manage the milestones of your Sales Opportunities - easily add a default Status list from Prospect to Post Purchase.

The Sales type enables the following fields:

• Referred By

• Lead Source 

• Projected (Once off)

• Projected (Annual)

Accounts

The Accounts type provides the functionality to follow up on Accounts by interacting with the SM module from the Customer Age Analysis. See Customer Age Analysis