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For instance, a dispatcher may want to see only customers in the state of Washington, whereas a sales manager may need to see the entire west coast. Or maybe each of your branches has its own dispatcher during the day, but at night, you want to direct all service calls through one central or night dispatcher. Global Filtering is an optional module that must be purchased separately. Contact WennSoft Sales for more information.

Setting

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Up Global Filtering

Mark the Use Global Records Identification Filters checkbox in the Service Options window (Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options) to activate global filtering. See Choosing Service Options.

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