Subscribing means that you see all bookings in the Planner’s Calendar in your private calendar. You cannot add or move bookings in your private calendar to update the calendar in the Planner. Do this: Concerning Outlook In the web version of Outlook, click on Add calendar and then on…
Autumn 23’s first updates! Print SO, add image to service component, news in the Planner …
New user permissions to set, updates in Time report, Quotation, Agreement, Contact order and Admin accounts.
Adding article groups – new user permission We have added a user permission to add new article groups. Without that permission, you can only choose between already created article groups. By default, you do not have that permission. You therefore need to set that permission for the users who should…
New function on Work order – Split assignment If you want to split an assignment from a work order, for example if you did not finish one assignment but want to invoice the others, click on the split symbol (No. 1 in the image below) in the upper right corner…
Search is a free text search on many fields, so it can often be good to narrow and filter your search. Here are some tips on characters you can use. Use signs to get better hits in searches Asterisk * To limit the number of orders in the search, you…
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…
To be able to easily share bookings between different calendars, it is possible to perform a sync with the google calendar. The Google Calendar can then sync with most systems. How to: While logged in, click one your user name. You will find the button Sync with google at the…
Planeraren Bokningsförvar När du behöver byta dag på en order under Resurs men inte riktigt vet ännu var du ska lägga ut den kan du tillfälligt placera den i det nya bokningsförvaret. Aktivera funktionen under kugghjulet i Planeraren – Visa bokningsförvar. En ny kolumn öppnas dit du kan dra och…
Service Protocol settings – Print price settings Add prices to print/Remove Prices From Print (pdf). By default set to remove. The setting is made by logging in with your admin account and select Service Protocol settings – Print settings. Holidays in the calendar The system detects which language you have…
