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View Customer Details
To view the customer's details, Go to the Customers module. In the customer list view, click the name of a customer to open the details page. The following tabs are available on the customer details page: Details: Provides comprehensive details on ...
View Solution Details
Role Required: SDAdmin, Technicians with View Solutions permission Customer-restricted technicians can only view solutions that have been shared with the them or the technician group they belong to within the specific customer. For a requester to ...
View Purchase Order Details
Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase After raising a purchase order, you can track its updates, approval status, invoice, payment, related conversations, and more from the purchase order details page. To view ...
Asset Details
Asset Details View all details of an asset, including the financial and contractual data and historical records. Technicians with edit permission to the asset can spot-edit field values in the details page. To view details of an asset, Go to Assets. ...
Custom Widgets List View
Role Required: SDAdmin You can manage the custom widgets by enabling/disabling widgets, editing widget details, or by managing their display locations from the list view. Enable/Disable Custom Widgets - You can disable custom widgets temporarily to ...