Services
In this section, you can manage services available for selection in projects and quotes in the Home and Client Portals.
Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.
Use the filters on the left to narrow down your search.
Click the Add button to add a service. For details, see the Add a service guide.
Click on a service to open its page. Click the
icon to open it in edit mode.To find out how to add a localized value, see the Add localized values guide.
To delete a service, click the
icon next to it.Select one or several checkboxes in the left-hand column and click the
icon in the header to open a dropdown menu of available actions:Select or deselect all services.
Activate or deactivate the selected services.
Mark or unmark the selected services as preferred.
Services with the Externally Managed management mode cannot be edited or deleted.