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Re: Auto-check items on SD form

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I am running 6.3:

And I see those two options you suggest when I edit the Helpdesk form:

But the boxes do not automatically check, neither Billable or Show on Invoice.  Hidden is not an option for me, because we need the ability to make a note NOT billable, but we want the default to be checked.  Could you point me in the right direction... I'm not even close to a Kaseya master.

The steps I took to get there was:

  1. Login as administrator
  2. Goto the Service Desk
  3. Select Role Preferences under Common Configuration
  4. Select the Helpdesk role
  5. Click the Service Desks tab
  6. Select the Helpdesk service desk
  7. Click Edit

Am I even close to the right place for what you suggested?


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