How to add services

Prior to adding service codes to members, the service codes must be established in the look-up codes table.

1. Choose MEMB from the SAMS toolbar and select the member company from the List tab.

2. Select the Details tab.

3. Access Services Maintenance through the sub-menu by either:

• right-click and select Service Maintenance OR

• hitting F3 - then select S.

4. Click on Add (+).

5. The required fields are in aqua.

6. Save

Please note:  The level field should have either a P (participating) or (I) interested.  Only service codes with a level of P will appear on the services tab.