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How do I change the category of a Service?

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You can change the category of a service record by going to its Deep Dive View.

Follow these steps to change a service's category:

  1. Click the Main Menu.
  2. Go to Inventory.
  3. Click Services. You will land on the List View of Services.
  4. Select and open the service whose category you want to modify.
  5. Click Deep Dive.
  6. Look for the Category field.
  7. Select your desired category from the picklist.
  8. Click Save.
To learn more about Services, click here.
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