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Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

We are having issues with unauthorized people changing job cost codes, moving people around in the D-board and activating jobs. We need to set up read-only access for SM work orders and found the area to restrict access in the Security Administration…

Is it possible to have the "Customer Viewable" Checkbox unchecked as a default?

I was wondering how other companies who use SAGE CRE handle small jobs/work requests? These range from repairs that take only a few hours to some that might take a day or so. We currently have a JOB inside of SAGE that is set up for these and each job…