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(2024.2) My Services Equipment Widget

Update Services and Equipment Widget

A User can request changes for any of their Services from the My Services/Equipment widget, which is available on the main CustomerCenter landing page. To request, these Changes click on the image-20240625-160105.png icon from the widget and select the desired update request.

Note: The text within this Menu is customizable, and the text displayed below may not reflect your Organization's usages.

Change Menu Example
Change Menu Example

Note: When updating a Services with multiple Locations, a User will also be able to select the Current Location of the Service, so the updates can be applied to the desired Location.

Sample Change Request
Sample Change Request

These Changes can be consolidated into a single Request or placed on separate Requests or even on New Requests.

To update individual items after they have been submitted perform the following steps:

  1. Click on the Shopping Cart button to open the Cart

  2. Locate the Request for the Service/Equipment update.

  3. Click the Expand button for the Category of Change you wish to update.

  4. Click the Edit Icon button to open the editing form.

  5. Make the desired updates.

  6. Click the Save button to save the changes.

  7. Then close the form.