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Overview:

The Service Management Configuration window allows you to establish at a system level a variety of parameters that control how the Service Management windows appear and function. The windows in which parameters that can be established include: Work Orders, Maintenance Contracts, Dispatch Configuration, Customer Portal, and Call Taking. 

Benefits:

  • Useful for establishing a master level variety of parameters that help control service management windows and screens 

Roles:

  • Service Management Setup Manager

Location:

  • Service Management > Setup > Service Management Configuration 

Video:




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