This article outlines the steps for saving a Quick Entry Template for Sears for use with the ServiceLive-DispatchLink.
To create a Quick Entry Template for Sears;
- Press SHIFT F1 to open the Quick Entry Templates window.
- Click on "Add New Item to List."
- Fill in the Payee information on the top line of the Quick Entry Template.
- Create an HVC Abbreviation in the center of the form.
- Select Sears from the Type Designator in the bottom right corner of the form.
- Fill in any other relevant information.
- When ready to save the entry, perform a Right-Click on the "Okay" button. (hovering over the Okay button will display a tooltip explaining that a Right-Click on the Okay button will save the entry to the necessary file)
- You will be presented with a window titled "ServiceDesk" with a notation of Done.
- Press OK.
- You may now leave the form, your entry is saved.