26-09-28 – New filter options, Statistics on Fault reporting, Quote news …

To Do has two new filter choices

When you want to make sure you have completed all your assigned orders, choose to filter by:

• My user assignments not completed.
• My user assignments completed.

Storage items

Under filter settings we have added SHOW ONLY Storage items that Should be ordered

Get statistics on fault reports

The report provides the number of fault reports, generated quotes, work orders, etc. You get statistics on how long it took to handle the fault reports and a list of the fault reports.

Statistics is not a standard feature. Let us know if you want to activate the function.

Learn more about Statistics here.

Updating the articles regarding tags

AWork is underway to update all articles with the tags that can be used in your own print templates. So far, these have been reviewed:
Tags for Service protocol and Service order
Tags for Timers
Tags for Self-checks

Brand new tags are these:

• {OtherTimeArticles} and {OtherNonTimeArticles that can be used in custom print templates for Service Protocols, Service Orders and Work Orders.
• Tags for bookings

Fortnox + Project

Fortnox can now sync projects in both directions, including name, date, description and status. There is also an integration setting that you can find under Integrations – Fortnox – Sync – Sync update project.

Service object + Project

Service objects can now be linked to projects and the project can follow when a service or quote is created from the object. You only see the link on the service object, not on the project.

News regarding service objects

If you create a service order manually and select an object in the model database with an interval, that template is automatically selected if there is only one interval on the object. If there are more, nothing is automatically selected.

Quotation news

In quote settings you can now create order types, choose a color for them, a default print template and link the order types to custom fields. You can also filter, sort and mass edit (via the collection function). On the quote you can then choose to specify the order type.

Learn more about order types here.

Quote also has a new button at the bottom – Create new version. The new version will have the same number with the addition of -1, etc.