Service type policies can be used to limit which service types are available to accounts. They can be used both to limit the number of choices that users have, as well as restrict them from selecting certain service types.
Creating Service Type Policies
1. Navigate to Configuration > Company > Customize and Select List Management.
2. Select Service Type from the side menu, then click Create Service Type List Policy.
3. Name your policy and optionally, add a description. Click Save.
4. Click into the new policy and click + Add New List Item.
5. In the pop-up, select a service type to add using the dropdown. Click Save.
6. Repeat with each Service Type that you would like to add to the policy. Once you have selected all of the desired Service Types, optionally click Reorder to change the order of the selections.
7. Once you are happy with the list, the next step is to apply it to accounts. Click over to Policy Members.
8. Click Add Accounts.
9. Select which accounts you want in the policy, then click Add Chosen.