Managing service stops keeps client records accurate and ensures calls or services are scheduled only for the correct locations, avoiding missed appointments or unnecessary visits.
Add a service stop
Log in to CallConfirmLive!.
On the Clients page, use the search options to find the client.
Double-click the client record to open it.
Click the Stops/Prefs tab.
In the Service Stops section, click Add to add a new stop.
Complete the details of the stop and click OK to save.
Amend a service stop
Log in to CallConfirmLive!.
On the Clients page, use the search options to find the client.
Double-click the client record to open it.
Click the Stops/Prefs tab.
In the Service Stops section, select the service stop you need to update and click Update.
Complete the updated details and click OK to save.
Delete a service stop
The service stop type field is a custom field you can configure within lookup administration.
Log in to CallConfirmLive!
On the Clients page, use the search options to find the client.
Double-click on the client record to open it.
In the client record, click the Stops/Prefs tab.
In the Service Stops section, click the service stop you wish to delete.
Click the Delete button.
Add a service stop type to the menu
The service stop type field is a custom field that can be configured in lookup administration.
Log in to CallConfirmLive!.
Click System, then click Lookup Administration.
Click the Service Stop Type folder.
Click Add New to add a new service stop type.
Complete the details and click OK to save.
View the new service stop type
To view your new service stop type, refresh the dropdown lists.
Click System, then click Refresh Dropdown Lists.