{"id":3556,"date":"2023-02-14T17:42:33","date_gmt":"2023-02-14T16:42:33","guid":{"rendered":"https:\/\/support.servicesight.com\/?post_type=ht_kb&#038;p=3556"},"modified":"2023-08-24T12:33:39","modified_gmt":"2023-08-24T11:33:39","slug":"how-to-edit-and-use-user-references","status":"publish","type":"ht_kb","link":"https:\/\/support.servicesight.com\/us\/knowledge-base\/how-to-edit-and-use-user-references\/","title":{"rendered":"How to edit and use User References"},"content":{"rendered":"\n<p>User References are used to add additional information to specific areas within ServiceSight that you can bespoke. The list of user references are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer contact ref 1<\/li>\n\n\n\n<li>Customer contact ref 2<\/li>\n\n\n\n<li>Customer ref 1<\/li>\n\n\n\n<li>Customer ref 2<\/li>\n\n\n\n<li>Employee ref 1<\/li>\n\n\n\n<li>Employee ref 2<\/li>\n\n\n\n<li>Equipment ref 1<\/li>\n\n\n\n<li>Equipment ref 2<\/li>\n\n\n\n<li>Equipment ref 3<\/li>\n\n\n\n<li>Job ref 1<\/li>\n\n\n\n<li>Job ref 2<\/li>\n\n\n\n<li>Service contract ref 1<\/li>\n\n\n\n<li>Service contract ref 2<\/li>\n\n\n\n<li>Make\/Model ref 1<\/li>\n\n\n\n<li>Make\/Model ref 2<\/li>\n\n\n\n<li>Purchase ref 1<\/li>\n\n\n\n<li>Purchase ref 2<\/li>\n\n\n\n<li>Sales order ref 1<\/li>\n\n\n\n<li>Sales order ref 2<\/li>\n\n\n\n<li>Sales opportunity ref 1<\/li>\n\n\n\n<li>Sales opportunity ref 2<\/li>\n\n\n\n<li>Quote ref 1<\/li>\n\n\n\n<li>Quote ref 2<\/li>\n\n\n\n<li>Stock ref 1<\/li>\n\n\n\n<li>Stock ref 2<\/li>\n\n\n\n<li>Stock ref 3<\/li>\n\n\n\n<li>Supplier ref 1<\/li>\n\n\n\n<li>Supplier ref 2<\/li>\n\n\n\n<li>Reminder ref 1<\/li>\n\n\n\n<li>Reminder ref 2<\/li>\n\n\n\n<li>Cylinder ref 1<\/li>\n\n\n\n<li>Cylinder ref 2<\/li>\n\n\n\n<li>Purchase invoice\/credit ref 1<\/li>\n\n\n\n<li>Purchase invoice\/credit ref 2<\/li>\n<\/ul>\n\n\n\n<p>To edit the user references go to Settings &gt; General &gt; User References:<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1895\" height=\"968\" data-id=\"3557\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2023\/02\/UserRef1.gif\" alt=\"\" class=\"wp-image-3557\"\/><\/figure>\n<\/figure>\n\n\n\n<p>Click on the item you want to edit, for example, Equipment Ref 1 and change the name of the reference, for example \u2018state. 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.<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1895\" height=\"968\" data-id=\"3559\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2023\/02\/UserRef2.gif\" alt=\"\" class=\"wp-image-3559\"\/><\/figure>\n<\/figure>\n","protected":false},"excerpt":{"rendered":"<p>User References are used to add additional information to specific areas within ServiceSight that you can bespoke. The list of user references are: To edit the user references go to Settings &gt; General &gt; User References: Click on the item you want to edit, for example, Equipment Ref 1 and [&hellip;]<\/p>\n","protected":false},"author":39517,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[11],"ht-kb-tag":[],"class_list":["post-3556","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-settings"],"_links":{"self":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/3556"}],"collection":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/users\/39517"}],"replies":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/comments?post=3556"}],"version-history":[{"count":3,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/3556\/revisions"}],"predecessor-version":[{"id":3591,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/3556\/revisions\/3591"}],"wp:attachment":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/media?parent=3556"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-category?post=3556"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-tag?post=3556"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}