Updating Service Details

  • Updated

You can update certain information, such as Service Friendly Name and Department, to organise your services in a more user friendly way in both the portal and on invoices.

 

Updating a Service's Friendly Name:

  1. Log in to the portal and click Services
  2. Select the service you want to update
  3. Click the Pencil icon next to "None" in the service's Friendly Name field
    6.1 Update Service Friendly Name.png
  4. Enter your desired Friendly Name (e.g you can type in the office this service is connected to), and click Save.6.2 Update Service Friendly Name.png

  5. Your Friendly Name will now appear in the portal and on your invoices. If you make a mistake or need to change the Friendly Name again, just click the Pencil icon and update it as required.
    6.3 Update Service Friendly Name.png

 

Updating a Service's Department

Updating the Deaprtment in a service is done the same as a Friendly Name.

  1. Log in to the portal and click Services
  2. Select the service you want to update
  3. Click the Pencil icon next to None in the Department field
    7.1 Update Service Department.png
  4. Enter the Department name you want to appear in both the portal and on your invoices (e.g Accounting) and click Save
    7.2 Update Service Department.png
  5. Your Department will now appear in the portal and on your invoices. If you make a mistake or need to change the Department again, just click the Pencil icon and update it as required.
    7.3 Update Service Department.png