How do I bulk associate a customer's services with service templates?

Purpose

Service management's bulk associate function can be used to simultaneously apply a specific service template to multiple services that share the same service type and customer.

Steps
 
1 

Perform one of the following:

  1. If creating a new service template, perform How do I create a service template?, ensuring that you specify a Default Service Category in the Bulk Association panel of the Create a service template form.

  2. If modifying an existing service template, perform the following:

    1. From the Service Management, Service Templates view, click png1.png (Table row actions), Edit in-line with any service template. The Edit service template form opens.

    2. Specify a Default Service Category in the Bulk Association panel of the service template creation form and click UPDATE. The Edit service template form closes.

2 

Perform one of the following:

  1. If creating a new customer, perform How do I create a customer?, ensuring that you select the Bulk Associate check box.

  2. If modifying an existing customer, perform the following:

    1. From the Service Management, Customers view, click png1.png (Table row actions), Edit in-line with any customer. The Edit customer form opens.

    2. Select the Bulk Associate check box and click UPDATE. The Edit customer form closes.

3 

From the Service Management, Services view, click png1.png (Table row actions), Bulk Associate in the top right corner.

Any services belonging to a customer that has bulk associate enabled will be associated with a service template, provided their service type matches that service template's Default Service Category configuration.

End of steps

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