Introduction to Creating, updating or deactivating maintenance records
Maintenance Records can be used to hold information about a customer, such as what group they are a part of, or adding sales reps. In this guide, you’ll learn how to create, update or deactivate a maintenance record.
Table of Contents
- Introduction to Creating, updating or deactivating maintenance records
- Table of Contents
- Video walkthrough on how to create, update or deactivate a maintenance record
- How to create maintenance records
- How to update maintenance records
- How to deactivate maintenance records
Video walkthrough on how to create, update or deactivate a maintenance record
Note: For an overview on each maintenance record, see An overview on Sales Maintenance Records - Sales Reps, Sales types, Credit Statuses, Groups and Analyses
How to create maintenance records
- Open the Sales Module.
- Under the Maintenance card, open the maintenance record list you plan to create a record on.
- Click the primary button in the top right, labelled new maintenance record. The label will be different for each list.
- Add the required fields - code and name are the most common.
- click save.
How to update maintenance records
- Click the overflow menu for a record on the list screen
- Click Edit
- Make your changes, and click save
How to deactivate maintenance records
- Click the overflow menu for a record on the list screen
- Click Deactivate
- Confirm deactivation by clicking deactivate in the popup.
Tip: You can reactivate the record again by opening the overflow menu and clicking reactivate.
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