Adding services

You can add Services to ALB that you use regularly, for example solicitors, estate agents, counsel and so on.

Services can also be added to ALB from the Accounts application, via Supplier Enquiry.

Caution Take care when entering service details as, later, the information you type will be automatically extracted for use in letters and other documents.

The instructions assume you are using automatic conflict checking. If you want to have manual control over conflict checking when adding a service, see Conflict checking for details.

1. On the Home menu, click Add New Service.
2. Type the name of the service in Service Name. Click Next.
3. In Industry Details select the industry appropriate to the service. Click + to expand categories in the tree structure, or double-click category headings, to find the industry. You can assign the service to a different industry later, if necessary. See Organisation Details. Click Next.
4. Complete the address details. Click Next.
5. Enter the Service Additional Address Details. Click Next.
6. You can record details of a primary contact in Contact Details. ALB performs an automatic conflict check and if there are any similar records they are displayed on Possible Duplicates and/or Conflicts Found. If you are satisfied there is no conflict, click OK. Click Next.
7. Enter the Contact Address Details.
8. Click Finish. Service Details opens showing the information that you have added for the service.