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…
Enter multiple currencies and set value Do you buy via EDI from suppliers who specified a currency other than your standard currency? Enter Currency and value for the currency under Group Settings. Click on Edit. Check with the supplier how the currency is stated on the delivery note/EDI file and…
For security reasons, we always ask for permission to access your account (group) if you need support. To do this you need to have admin permissions. If you don’t have admin permission, ask someone who does for help. Do this: We receive a notification that you have activated support, so…
Register person of contact Several customers have asked for an easier way to manage contact persons on customers, facilities and orders. Now there is a register for persons of contactsRead more about Register – Person of contact here. View only user Do you have people who should only be able…
In the register of contact persons, you will find all contact persons added to customer cards, facilities and orders. Click on a name to see more information about the contact person. On the entry for a contact person, you also see the customer, facility and orders to which the contact…
ServiceProtocol: Service protocol print out setting added. Include date, facility and/or service object description on filename. Admin account needed. Quotation: Added generate button for agreement New supplier EDI integration added: Wuerth
Do you see a red exclamation point next to “Service object” in the Menu? The exclamation mark informs that there are service objects that should have a next service date but do not. This may be because you chose not to automatically generate a next service when you added a…
