Common Services - Revision history

DavidG: Fixed video player

2022-05-02T23:38:47Z

Fixed video player

Moha at 17:18, 9 June 2011

2011-06-09T17:18:01Z

Moha at 17:17, 9 June 2011

2011-06-09T17:17:28Z

Moha at 17:17, 9 June 2011

2011-06-09T17:17:03Z

Moha: Created page with "Common Services provides a way for you to assign a key word to a block of text. When typing notes or filling out a work order, instead of typing the text you can select the key w..."

2011-06-09T17:16:11Z

Created page with "Common Services provides a way for you to assign a key word to a block of text. When typing notes or filling out a work order, instead of typing the text you can select the key w..."

New page

Common Services provides a way for you to assign a key word to a block of text. When typing notes or filling out a work order, instead of typing the text you can select the key word you set up in Common Services.

Below is a video to watch how to set up Common Services, or you can read the instructions below.

<videoflash>lPOXN9trbLs</videoflash>

<br>'''Setting up Common Services'''

<br>When a Common Service is created, everyone on your team will see it. You may want to designate one person on your team to set up the Common Services so the list can stay organized.

# In SME, click the Setup module.
# Click '''Company'''.
# Click '''Common Services'''.
# Click '''Edit''' in the menu on the left.
# Click '''Add'''.
# In the window that opens, type a description for the Common Service. This is the name that will identify the block of text and it will display in the common service list. Click '''OK'''.
# In the window that opens, type the block of text. Use the formatting tools at the top of the window to add bullets, numbering and to change the font color or size.
# Click '''OK'''.
# Click '''Save''' in the Common Services Setup Window (on the left).

The Common Service is now created. Any user can now open up notes or create a work order, right click in the text window and select Common Services to use your template.

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	Below is a video to watch how to set up Common Services, or you can read the instructions below.		Below is a video to watch how to set up Common Services, or you can read the instructions below.
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−	<br>When a Common Service is created, everyone on your team will see it. You may want to designate one person on your team to set up the Common Services so the list can stay organized.	+	<br><br>When a Common Service is created, everyone on your team will see it. You may want to designate one person on your team to set up the Common Services so the list can stay organized.

	# In SME, click the Setup module.		# In SME, click the Setup module.

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−	<br>'''Setting up Common Services'''	+	<br><br>'''Setting up Common Services'''

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	<br>'''Setting up Common Services'''		<br>'''Setting up Common Services'''
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