New user permission When performing a service protocol, you can add a service object. To be able to add a service object, this permission is required. Click on the user’s name in Group Settings. Scroll down to Service Protocol and you will now see a new permission – “Add Service…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Date performed {Date+365} Date performed + 365 days. Used if you want the protocol to be valid for 1 year. {PerformedBy} Performed by {LatestEditBy} Last modified by {Customer} Customer {CustomerOrderNo} Customer…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Created date {YourReference} – {OurReference} Our reference {Customer} Customer {CustomerNo} Customer number {PhoneNo} Customer phone number {InvoiceEmail} Customer email address {Facility} Facility {CostCenter} Cost center (from the Facility) {DeliveryDate} Delivery date…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderMarking} Order mark {Today} Today’s (print) date {OrderNo} Purchase order nomber {Created} alt {CreationDate} alt {Date} Created date, all three variants possible {CreatedBy} Name of the user who created the order {CreatedByEmail} Email address of…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {OrderDate} Date of the order {Customer} Customer To retrieve addresses for customers, enter Customer and for delivery address, enter Delivery in front of Address. Ex. {CustomerAddressRow1}. Only {Address} gives the visiting address….
Self-checks is uploaded in Work Order Settings. You select which print template to use for a self-check for each self-check template under Function – Self-check. Tags for contact person and signature. Tag Gives this information {Name} Name of the self check {OrderNo} Order number {Customer} Customer {Facility} Facility {Date} Date…
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Customer} Customer {InvoicedTo} Name of customer invoiced {Facility} Facility {CustomerOrderNo} Customer order number {CostCenter} Cost center {Comments} All comments on the work order {ExternalComments} External (marked as visible to customer) comments on…
These tags can be used on all kinds of print templates. General tags {OrderNo} Order number {Customer} Name of the customer {Facility} Facility ADDRESS – TAGS Description {AddressRow1} Address from row 1 {AddressRow2} Address from row 2 {PostalCode} Postal code {AddressPlace} Place {AddressCountry} Country {AddressProvince} Province {CustomerAddressRow1} etc.{DeliveryAddressRow1} etc. To…
New function on customer card – Customer type There is now a new field at the top of the customer card – TYPE – where you specify whether the customer is a Business or Private. By default, Business is selected when you add a new customer and on the customers…
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…
