User References are used to add additional information to specific areas within ServiceSight that you can bespoke. The list of user references are:
- Customer contact ref 1
- Customer contact ref 2
- Customer ref 1
- Customer ref 2
- Employee ref 1
- Employee ref 2
- Equipment ref 1
- Equipment ref 2
- Equipment ref 3
- Job ref 1
- Job ref 2
- Service contract ref 1
- Service contract ref 2
- Make/Model ref 1
- Make/Model ref 2
- Purchase ref 1
- Purchase ref 2
- Sales order ref 1
- Sales order ref 2
- Sales opportunity ref 1
- Sales opportunity ref 2
- Quote ref 1
- Quote ref 2
- Stock ref 1
- Stock ref 2
- Stock ref 3
- Supplier ref 1
- Supplier ref 2
- Reminder ref 1
- Reminder ref 2
- Cylinder ref 1
- Cylinder ref 2
- Purchase invoice/credit ref 1
- Purchase invoice/credit ref 2
To edit the user references go to Settings > General > User References:
Click on the item you want to edit, for example, Equipment Ref 1 and change the name of the reference, for example ‘state. Then you can add values to choose from in a drop down list. You can then view the employee record with the new user reference.
