26-08-18 – New register, development of custom fields on service objects, new settings …
New user register
To provide a good overview and make it easier to change permissions and user settings, we have created Register – Users. The register is only available to those with admin permissions.
New feature for custom fields on service objects
Information you enter in a custom field on a service object is now carried over to Work orders, Service, and Sales orders if the field has the exact same name as one in Work orders, Service, and Sales orders.
Quote has been given a collection function
In Quote’s collection function you can:
- remove or add assignment
- set, change or remove tags
- print quotes
Read more aboyt the collection function here.
Set to autogenerate invoice on Agreement
Via the collection function, you can activate or deactivate automatic invoice generation for multiple agreements at once.
New setting on Service Order Settings and Quote Settings
For those of you who do not want to be able to add completely new articles, i.e. articles that you do not have in your article register, to a service order or a quote, there is now a setting for that. Select “Require articles from registry”. This has been available in the work order settings before.
The setting requires admin permission
How many service objects have we installed in a year?
Select the category (which you can find in list mode, the three horizontal lines) “Installation” in your service object register. Click on the blue button next to the category to open the search box, set the date you want to search for and click on Search. Done!
If you want to export the list, click on the Export symbol.
