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| Most companies, large and small, have branch offices throughout the world. Service Management tracks all customers no matter where they're located. Users, however, at times may not want to see all the company's customers. They may only be concerned with a subset of the total customers. Using global filtering, users can be set up to view a subset of the company's customers. |
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 up Global Filtering
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