Knowledge Base

How can I limit the choices in my service/product drop-down box on order forms?

On the order form screen, in the section for the line items on the order that the client is getting, there will be a drop-down box that lists all of the services and products that you setup in the software.

This box can contain all of your services, or it can be limited to only show services in certain categories.

To limit the list:

1. open the Options panel at the bottom of the order form screen (open an order, and at the bottom you should see the Forms, Scripts, and Service Categories tabs there; if you don't see that, then press Ctrl+H on your keyboard to open that options panel)

2. Go to the Service Categories tab there, and whenever you click on a certain service category there, then the drop-down box on your order form's line item section will only contain the services that are in that selected category.  You can select a single category, or you can use Ctrl+click or Shift+click to select multiple categories.

 

keywords: limit, services list, limiting your service list, limiting your product list

Would you like to...

Print this page Print this page

Email this page Email this page

Post a comment Post a comment

Subscribe me

Add to favoritesAdd to favorites

User Opinions ( )

How would you rate this answer?

Helpful
Not helpful
Thank you for rating this answer.

Related Questions

No related questions were found.

Attachments

No attachments were found.