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Print Contract
Role Required: SDAdmin, Users with View Contracts permissions On the header, select the customer for whom you want to print a contract. Select the relevant contract. On the contract details page, click Print on the toolbar. The contract details are ...
Print Purchase Orders
Role Required: SDAdmin; PurchaseConfig; Technicians with View permission for Purchase Go to the Purchases module and select the respective customer from the filter in the header. Open the purchase order you wish to print In the purchase order details ...
Export or Print Reports
Export Reports Role Required: SDAdmin, SDReport, Technicians with View access to reports, Account Manager and Point of Contact of customers with View Reports access To export a report, Go to the Reports module. Click the Export as drop-down on the ...
Link Requests
Technicians can link closely associated requests by designating a parent request and linking other requests to it. Allow Automatic Selection of the Parent Request Go to Requests and choose the respective customer from the drop-down in the header. In ...
Delete Requests
Role Required: Technicians with permission to Delete requests Delete an Individual Request Go to Requests and choose the respective customer from the drop-down in the header. Click the subject of the request to open it. In the request details page, ...