News 2024-02-02
A small change in color for users. Add quotes in more places and new Fortnox settings.
A small change in color for users. Add quotes in more places and new Fortnox settings.
In the supplier register, you add and manage the list of your suppliers. Add supplier to the Supplier Register You can either upload an xls file with details of suppliers or add them manually in Register – Suppliers. Upload records Example file for uploading suppliers can be found under Group…
Add image to a service component description, add logo to subgroups, change the order of your custom fields and set “comment required” on self-controls.
Update 241216: Now you can also use a print template for order confirmations. Upload your template under Work order settings – Print template.New tag for “Order Type” on work order and service order = {OrderType} What is a print-out template? With your own template created as a .docx, you can…
Show large images New Service Protocol Setting – Print settings – Show Large Images. Then the pictures will fill the entire page of the service protocol.Requires that you have selected Show images in the “Show images” setting. Pictures on a work order printout always fill a whole page. Change Assigned…
Lots of news regarding the sending of e-mails this time! Sending a message on a work order fetches more contacts, in purchase orders e-mail addresses are fetched according to a new order.
On service orders, you will see attachments and more news…
There are two ways to download registers or a list, via Group Settings and via certain orders and registers. Download orders or lists If you see this symbol, you can download a list. You can filter the list by performing a search, for example on a customer name. Export via…
Create article groups You create article groups by entering a name in the Article group field on an article. Being able to add new article groups is a user right. If you do not have that right, you can only choose between already existing article groups. Article group is a…
When an employee leaves, you inactivate their username. Inactivate means that the user remains in the system but you do not pay a license for the user. Do this: If the user has admin permission that permission has to be removed before you can inactivate the user. You need to…
Service object New collection function. Be able to specify and change the number of service orders to be generated on several service objects at the same time after service has been performed.If you have many service objects, it is advisable to use the search function and enter a filter before…