Set customer preferences for a service activity

Can I do this task?

You can provide personalized customer service for your customers by recording their preferences regarding services The types of work performed for customers by one or more resources.Services are schedulable activities. and service times. These preferences become the default criteria the next time that a service activity A schedulable appointment to provide a service to a customer. A service activity uses one or more resources to perform a service at a specific time and place. is scheduled for the customer and shown in the Form Assistant pane.

1. In the Navigation Pane, click Workplace, and then under Customers, click either Accounts or Contacts.
2. In the list, double-click a record.
3. Under Information, click Common.
4. Under Service Preferences, click the customer's preferred time and day for appointments from the lists.
5. Click the Preferred Service, Preferred Facility/Equipment, or Preferred User box to search for the this information. You can click the Lookup button to search for and select records.
6. Click Save or Save and Close.