Saving a Job Cost Inquiry

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I inquired to Job Cost - Contract Control - Commitment Summary.  I added more columns to get additional information needed. How can I save this inquiry so I don't have modify this inquiry again? 

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    Hi -

    To permanently save columns to an inquiry, you would need to have the Inquiry Designer application.  If you have this application, you can follow the knowledgebase article 26266, "How do I permanently change an inquiry?".  

    If you do not have the Inquiry Designer application, you can contact your consultant who can create a custom inquiry for you.

    In order to open a knowledgebase article, you must sign into the customer portal:

    You would have to log into the customer portal and search in the knowledgebase for article 21219:

    • Go to support.na.sage.com then click on [Login] on the right hand side.

    • Log in with your registered customer portal (this login will be linked to your customer account information to verify your active support plan)

    • Once logged in, select your "Sage 300 CRE" product on the left hand pane.

    Then search on 26266 in the knowledgebase search area.

Reply
  • 0

    Hi -

    To permanently save columns to an inquiry, you would need to have the Inquiry Designer application.  If you have this application, you can follow the knowledgebase article 26266, "How do I permanently change an inquiry?".  

    If you do not have the Inquiry Designer application, you can contact your consultant who can create a custom inquiry for you.

    In order to open a knowledgebase article, you must sign into the customer portal:

    You would have to log into the customer portal and search in the knowledgebase for article 21219:

    • Go to support.na.sage.com then click on [Login] on the right hand side.

    • Log in with your registered customer portal (this login will be linked to your customer account information to verify your active support plan)

    • Once logged in, select your "Sage 300 CRE" product on the left hand pane.

    Then search on 26266 in the knowledgebase search area.

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