We have our recurring services set up where the "task" is auto populated in the billing template. Our issue is this: we have customers that have more than 1 system, some have up to 4 systems in total. So for example when I go into the customer who has the 4 systems, and I go into the recurring service and change the quantity to 4. Which ideally showed also change the total for materials etc. However what actually happens is it changes EVERY Customer that has a recurring service to the quantity of 4. If another CSR goes in to a customer who has lets say 2 systems, and they adjust it to be quantity of 2 it changes EVERY Customer that has recurring service to a quantity of 2. None of our CSR's have permissions to allow them to edit the actual template, they are going into that customers location and going in through that customers recurring service to make the changes but it is still doing the same thing of changing every customer. PLEASE PLEASE someone tell me what we are doing wrong as we cannot find a way around it.
