News 12 June – Quotation, Search help, Order marking ..

Quotation

In addition to .pdf, you can now also upload and attach files to a quote in the formats .jpg, .jpeg, .png, .doc, docx” and .xlsx. You choose which files to attach when you send an e-mail to the quotation recipient.

There’s a new notification to set if you use digital (external) signing on quotations.

Click on your name and you will be taken to your account settings. Under Notifications you will find Offer signed via open access link.

Show assigned to ..

In the same way as in To Do, you can now choose to show assigned to a certain technician in all kind of Orders, Customer and Facility. Click on the filter/search symbol and select which technician you want to search for.

Search tips

A * (asterisk) before an order number gives you a hit on that exact number. If there are orders with number higher they will also be listed. Ex. *171 will also give you 1710 and so on.
One ; (semicolon) gives the opportunity to search for several order numbers. No spaces between the order numbers, type like this: 756;759:2143
A $ (dollar sign) before a customer name in To Do gives a direct hit to the name. Especially good if you have short customer names to search among.

Purchase order

Order labeling is displayed in list views and is searchable.