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Items

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How to add a new item

 

By clicking on +New item, you can choose four main options: Agency, Another client, Office Puzzle or Manual.

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  • If you select Agency, and your Agency has a Service Plan with configured items, you can choose the items to have been added. After you marked the checkboxes, you should click on +Add.
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  • In case you choose Other clients, you will select from those clients’ SP.
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After you marked the checkboxes, you should click on +Add.

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  • If you select Office Puzzle, you can choose the items from the categories we have in our database.
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  • If you choose Manual, then you should configure from blank.
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