Service Name

A service the company sells, the department that delivers it, and the ordered stages a piece of work on it goes through.

Where

Service Name (CRSN). Not on the CRM menu as shipped

Who uses it

The CRM administrator

When

At setup, for companies that use the Project screen

Needs first

Stage records and departments

Every field in plain words

Field	What it means	What to put
Service	The code	Typed
Service Name	What users see	Typed
Department	The department that delivers it	Picked from the departments

Basic Data: the stages

Column	What it means	What to put
Stage, Stage Name	One stage of the work	Picked from Stage. A stage may appear only once
Line Text	A note	Optional

A Block tick is placed on the screen but not configured for it, so it is not shown.

What it is connected to

• Stage - the stage names.
• Project - picks a service and its stage.

If something looks wrong

• "Line ID: 0001 is duplicated with Line ID: 0003" The same stage is on two lines. Remove one.