The Services drop-down menu is the focal point for viewing and managing services and features.
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Note
The Account Summary page also provides a Services Summary InfoPanel and a Services view where you can access information and functionality related to services.
The following provides a quick description of the options available via the Services drop-down menu.
Services and Features
Most of the functionality for viewing and managing services and features is via the Services and Features option. Selecting Services and Features displays a view that lists all services and features on the account. This view lets you:
View and edit service and feature details. Details may vary depending on the particular item. For services basic details include SKU, start/end dates, billing status, etc. Other detail categories may be selected from a drop-down menu and include such categories as billing order history, service history, contact information, device information, port requests, and tax information.
View and manage port requests.
Perform actions on a selected service (disconnect and reconnect, hotline/suspend and restore). If your system is set up to support starting blocks you can also initiate a transaction for adding a new customer, service or feature via this view.
Manage E911 information on a service
Manage contracts. See Working with Contracts.
View and edit provisioning information.
For details see The Services and Features View.
Change Parent Service
Selecting Services > Change Parent Service displays a view where you can designate a Parent service and manage parent/child relationships.
Note:
An account does not necessarily require a service be selected as a parent. There are rules governing parent/child relationships.
More
Parent Service - The main service with the main (parent) product assignment. At least one Parent Service is required for all accounts where there are any Child Services. This is not necessarily the line that has the primary service indicator for collections.
A service is determined to be a Parent Service by having a feature that is configured as a parent in a product family.
Child Service - Services with a feature configured as a child. Child services may exist on an account where a Parent service exists in the same family.
Product Family - A grouping of products (plans / features) into parents and children related to each other.
Rules
An account may have a parent service with no children.
An account may have two or more parent services from different families.
Changes to family configurations take effect at the time of the change.
If a feature is a child of multiple families, it must have a parent from each family present on the account to be considered valid.
A Parent service (if any) is marked with a green check mark. Hovering over the Actions column for a parent service displays an option to Deselect this service as a parent service. This removes the green check mark. Hovering over the Actions column for a non-parent displays the Select option to designate it as the parent.
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Deselecting a parent:
Selecting a parent:
Note:
This functionality is also available on the Service Details and Service Number Details views on the Services and Features page.
Service Addresses
Service Addresses displays a view for managing service addresses (if any) for a the customer whose account you have open. Or you can navigate from the Services and Features page by selecting the Service Addresses Details view and then clicking on an address.
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Note
You can also manage service addresses on a system-wide basis. via MANAGE > Service Addresses.
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For a customer you can navigate via the Customer menu by choosing Services and Features > Service Addresses.
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To access Service Addresses system-wide, navigate via MANAGE > Service Addresses.
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The view is only slightly different depending on whether you access customer-specific addresses or all addresses system-wide. See Working with Service Addresses.
Retail Warranties
This option lets you view warranties for retail products associated to services on the account.
More
You can view warranties for retail products associated to services on the account via Services > Retail Warranties.
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Note
The Retail Warranties item is only available via the streamlined navigation menu. It is not on the rainbow menu. Streamlined navigation is enabled from the General section Use Updated Customer Navigation setting on the MANAGE > Settings page.
The Retail Warranties page will return all the warranties associated to retail products on the account (the same functionality as Desktop client). The warranties are displayed in a grid, sorted by service number. Grid headers can be clicked to achieve additional sorting. The grid results are exportable.
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More Information:
Clicking the 
icon in the far right column (visible when on a specific row in the grid) will open a dialog with additional warranty information.
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Example with Terms & Conditions
Usage Notifications Settings
This option displays a view where you can specify which services on an account will receive Usage Notifications. For each service you can specify whether to send notifications to the:
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Chosen service only
Primary service
Opt-Out (no service) Note: This option is only displayed if the Usage Notification Disable Opt-Out setting is not checked on the Usage Notifications Configuration form on the Desktop Client.
Desktop Client > Applications > Backoffice Management > Customer Notifications > Usage Notifications
Both chosen and primary services
To facilitate recognizing the Primary service on an account, Primary service status is indicated in bold on the Services and Features view.
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