Adding or Editing a Package Swap Group

To get to Package Swap Groups, type swap into the Convobar, or go to Meevo > Data > Package Swap Groups.

To add a Package Swap Group

Tip: Use the copy function to quickly create a new data record with similar details to an existing item. First, locate and select the existing item, and then select Copy. Meevo 2 will create a new definition with fields that are identical to the record you just copied. Make changes to the data as needed, and select Save when finished.

From the Package Swap Groups search form, select Add New.
Enter a Display Name and optional Description.
In the Swap Services section, Select an available service to add and select Add. Repeat this step to add other services, if desired.

Note: All services listed here can be swapped out evenly with one another, provided a client owns at least one of them as part of a package.

In the Upgraded Swap Services section, Select an available service to add and select Add. Enter a Value, which is the upgrade fee for this service. Repeat this step to add other services.

Note: All services listed here can be upgraded from any of the Swap Services set up in Step 3, provided that the client owns at least one of those services as part of a package.

When finished, select Save.

To edit a Package Swap Group

Note: Some fields may not be editable if the current location is not the item's Home Location.

Locate the Package Swap Group and select it.
Select Edit, and make your changes.
When finished, select Save.