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**Global Edge- Account Merge Request
**Please note that an account merge cannot be undone. In addition, while equipment, SOs, contacts,
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19000069112
**SOP- Duplicating Field Service settings
A. Access Salesperson Maintenance in GE
1. Main Menu --> Customer Master --> 2 Customer Setup M
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19000069162
**SOP- Adding/Editing Favorites
A. Access the Favorites menu in one of the following ways:
1. From the Main Menu- click on th
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19000069476
**RFS- Resetting the Client Code
A. In the RFS app, click on Settings (the gear icon in the upper right corner)
B.
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19000070520
**Load GL Budget
A. Format your budget document
1. Davisware guidelines:
a. Additional
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19000088649
**RFS- logs out when screen turns off
Set RFS app to "Never Sleeps"
A. From device settings,
B. Battery and dev
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19000088651
**RFS- UnSync Fail Data
A. Solution #1: Download Data- Per Davisware, the following process should resolve t
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19000089915
**Updating/creating new Priority
As seen in Customer Maintenance:
As seen in Service Order Entry:
A.
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19000088702
**RFS- Wrong check out invoice/form
A. Verify the correct check out form is being selected.
B. Update Master Forms again.
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19000088704
**RFS- SOP- Clearing a HOLD
A HOLD will look similar to a normal SO but with very little information. You will see the normal T