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Votes
3
In SM, Nothing should be greyed out should have full control, need to ...
Sometimes we change a work order from "quoted" to "T&M" and vise versa, in SM we have to create a whole new work order to do this and get our accounting team to transfer ...by: Chris R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
2
Service Management - Add a field for Service Coordinator or Dispatcher
We have more than one Service Coordinator or Dispatcher. We need a field in the Work Order to identify which Service Coordinator or Dispatcher is handling each Work ...by: Michelle L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
In Service Management Daily Processing, let us Roll ECards for a ...
We have multiple DBoards, and only want to roll the ECards for a specific DBoard.by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
Allow for a default selection for billing option in agreements. ...
Please allow us to select with Billing option we would like for it to default to.by: Tricia K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
1
SM customer PO # on reports
a report show customer invoice, invoice amount and customer PO #. Thank youby: Cindy W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
3
Call Type Interchangeable
When setting a work order up as "quoted", sometimes as that work order develops it moves into T&M, the software does not allow you to switch between the 2 and it should, ...by: Chris R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
4
Export Materials between jobs
As we are not able to switch call types on a created work order, sometimes we have to create a new work order with a different call type, when doing this we have to minus ...by: Chris R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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Votes
5
Register screen is so tiny
We need to be ablet o "maximise" the register window screen on SM. i can only see 3 lines at a time, this is not efficient. please make it so we can make the screen fit ...by: Chris R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 3 Service Management
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