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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 ...
Edit, Print, or Delete Solution
Edit Solution On the list view or template view, click beside a solution and select Edit. Alternatively, click . On the solution details page, click Edit on the toolbar. Print Solution On the list view or template view, click . On the solution ...
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, ...
Follow Requests
Technicians can follow requests to monitor its updates and receive notifications when changes are made. Role Required: Technicians with View Request permission; Requesters. Follow a Request Go to Requests and select the respective customer from the ...