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Search Knowledge Base Keyword Search Search For Any Of Words All Words Exact Phrase Clear Knowledge Base Web View Total Records: 103 ID Title Type Of Article 694  QuickBooks Stop from retaining Last Logged-In User on Startup of QuickBooks How To 586  QuickBooks Multi-Client Management Solution for Renaissance Consulting Case Study 581  Property Management IT Services Increases Productivity for Realtor Case Study 730  Parallels Connection Mode Change How To 1106  Outlook Training Tips and Tricks Training Resources 204  Outlook Connection Status Window Support 222  Onboarding VMS check List New Client 723  Office 365 Appointment Feature Meeting Poll How To 273  Offboarding Checklist New Client 1028  New Feature for Quote Module ---- Quotation Expiration Notice: How To 221  New Customer: Billing, Collecting, Memorized Transaction Support 1177  MS365 Updates March 2022 Document 1144  MS Teams How To Videos Training Resources 132  MS Access System Resources Exceeded Error Support 1108  Microsoft Office Cheat Sheets Training Resources 223  Marketing Monthly Reporting Information Support 722  Managed Services Program Descriptions - Elite, Live, Guard How To 580  Managed Security Services recovers stolen medical equipment for client Case Study 592  Kaseya VSA Over Other Tools What it Means for Our Clients Case Study 411  Introduction to Meraki Cloud Managed Switches Workflow 113  Internet Explorer Slow Support 116  Install & Configure Sonicwall NSA 220 Lan Analyzer Software How To 569  Importance of Company Organizational Chart Company Policy 597  Hyper-Converged Threat Initiative IT Security Strategy Case Study 643  How To Find PC Name How To Add New  Records per page - 1 5 10 25 50  2 of 5    Engage Knowledge Base Web View         How To          Print Title Work Order Task Details Updates to Main Work Order       Resolution Work Order Task Details - Auto Updates to Main Work Order When you Update the Task Status in the Task Details Window If the "Update Work Order Status with Task Status Box is Checked The Work Order Status will be updated to the Task Status (Unless it's closed, to Close a Work Order it has to be done from the main Work Order) This will also post an update to the Work Done Field as "Entry Date: 11/6/2023 Current Task Status: Work Completed"   In addition, to speed up the Data Entry Process there is a button to click which will copy the "Scope of Work" to the "Work Done" field.   Then the technician just needs to update "Work Done" with the specific info. It just provides a head start to Data Entry.   And Also . next to the Work Done Field there is a Button to "Post Task Details and Work Done to Update the Work Order" This Button copies several data fields to the main Work Order.   It copies the Work Done to the Work Description Summary on the main work order. This field is used when a Work Order is turned into an Invoice to copy a summary of the work order to the Invoice Date of Task Service is copied to Date Expected Time In is copied to Expected Date Assigned To is copied to Work Done By Date of Service is copied to Service Date Task Status is copied to WO Status   Vendor Engagement Software, LLC Web Link Date Entered 11/18/2023 You Tube Link Type Of Article How To Article ID 1381

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