Should each assigned technician be able to mark their part of a service order as complete? CONDITIONS: The technician must be assigned to the order. Step 1: Set the permission (requires admin rights) Step 2: When you have completed your part of a service protocol Under Assigned you will now…
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. If you want to include a possible Self-Check in the printout, the tags are in the article Tags for Self-Check. See examples in the file “Basic-template-service-protocol-with-self-check251127.docx” which you can find at the bottom of this page under Article Attachments….
Tags for address, contact person, signature and articles – click here. Tag Gives this information {OrderNo} Order number {Date} Created date {YourReference} – {OurReference} Our reference {IntegrationReference} Integration reference {Customer} Customer {CustomerNo} Customer number {CustomerOrgNo} Customer organization number or social security number (if Private) {PhoneNo} Customer phone number {InvoiceEmail} Customer…
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 {CustomerOrgNo} Customer’s organization number or personal identification number (does not work on self-checks) ADDRESS – TAGS Description {AddressRow1} Address from row 1 {AddressRow2} Address from row 2…
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…
