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JC Contract Close Imports

We close up to 100 Jobs every month and it would be super helpful if we could import these to save time. 

  • Brian Mangan
  • Jul 29 2019
Company Dave Jones Inc.
Job Title / Role IT Manager
I need it... Yesterday...Come on already
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  • Brian Mangan commented
    February 27, 2020 17:08

    Seth, 

    Sorry for the delayed reply - I didn't get an email notification that you responded.

    An import would work best for us if possible.

    Thanks,


    Brian

  • Seth Belt commented
    August 02, 2019 13:49

    There's a work order close function in SM that is being developed or was recently released (unsure which) - would a program that lets you pull in all jobs that meet certain criteria (100% complete / billed / paid, no committed costs, etc) and close multiple jobs in a single batch work work for this instead of an import?

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