Managing Primary Service Types

You can set up a variety of primary service types for the kind of work your firm is performing for clients. These service types can be associated with clients to help define report criteria.

Note: This is a simple list that requires the entry of only a name-like unique identifier; no additional windows need to be set up.

To manage this list item, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
2. Click Client Lists > Primary Service Types on the navigation panel.
3. Do one of the following:
• Add a record. Click the plus sign beside the Add cell in the grid, enter the new name or identifier, and press Enter.
• Edit a record. Double-click a record in the grid, enter a new value, and press Enter.
• Sort records. Click a column header to sort a column in ascending or descending order, or right-click the cell in the grid and select a sort option from the menu.
• Print the grid. Click Print on the button bar, or right-click the grid and select Print from the menu to print the entire grid.