25-03-27 -new functions in Statistic, drag and drop also on orders …

Drag and drop files

On all orders, you can now drag in files and folders just like before on the customer card.

Click on the folder symbol when you want to create a new folder.

Give the folder a name and click Create.

Drag and drop files into folders from your computer (click “Select Folder”) or move files between folders.

Having trouble finding the right contact person?

Now you can also search by the facility name when selecting a contact person to find the right contact person for an order.

News in Statistics

Statistics on Sales order

Sales orders are now included in Function – Statistics.

Statistics – service protocol

We have added a little more information when you retrieve statistics on service protocols and a summary of service points during the selected search period. You can find the summary at the bottom of the page.

If you don’t have statistics but want it, contact support and we will activate the feature for you.

When adding a new article on an order

We added a gross field to the popup when you need to add a brand new article to the register from an order.

Days required to perform an service

It is now possible to enter a decimal number for the time required for a service. You make the setting under Service interval. If a service normally takes half a day, enter 0.5, for a quarter of a day 0.25.

Learn more about Days required to perform-function.

See video how it works in the Planner.