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24-12-09 – news about quotation, +Trex.Parts, comment in prints …

Information Supporten
Quotation has got more features under the gear wheel and chat bubble for comments just like orders.
Questionmark
Click on the question mark when you wonder what the colors and symbols stand for.

News regarding Quotation

The start page for Quotation has become a little more like orders.

  1. More filtering options. Click the search/filter button. You can filter on assigned, canceled etc.
  2. Option to assign yourself or another technician the quote directly via the “gear”.
  3. In the “chat bubble” you can write comments without having to open the quote.

TIP! When you don’t remember what the colors or symbols stand for – click on the question mark and you will get support.

When you enter Not worked, your number of hours is retrieved. You can also state why you did not work.

Not working?

When you now click on “Not worked” in the time report, a time line is automatically added with the number of hours you are employed (e.g. 8 hours). Then select the type of your leave (duty leave, Child care…).

New supplier – Trex Parts

Do you order articles at Trex Parts (Fricke)? Add the EDI connector like this:

  1. Go to Group settings.
  2. Scroll down to the bottom.
  3. Click on Add integration
  4. Select Fricke in the drop down list.
  5. Enter your organization number.
  6. Save

Get comments in the print?

New setting option to include comments in the printout is now available for:

  • Sales order
  • Serviceprotocol
  • Work order

You make the setting under Print settings “Include comments in print.”