I have a new customer who has the same service object as an existing customer. Can I copy a service object? Yes, you can copy a service object. Use the function clone. Here are the instructions for how you clone. BUT, the best way would probably be to add the…
Minor changes that should save you time and notification of an error in the notifications.
Search by suppliers’ article numbers Do you only have the supplier’s part number available? By marking in the filter “Include the supplier’s article number and description in the search”, you will also get a hit on the suppliers’ article number. If you also want to be able to search for…
New field for Price All price information is now collected in a separate field under the assignment/object. Applies to work orders, service orders, sales orders and quotes. Create new service protocol Do you need to add a new service object to an existing service order? Use the Create new service…
Tags added to orders Tags you put on the customer, facility and/or service object are now added to orders. You also see them in the detail list, but so far only on orders that are created or changed starting at 2024-08-20. Notes on Fault reports You can use notes on…
UPDATE 2024-08-02 Change concerning Assignment The assignment is now removed automatically IF all bookings are removed from the user on that order. Previously, you had to actively remove the assignment. Date in service template Do you often write dates in the service points? Add a service point to your service…
This function can e.g. be used to report incidents, risks at work, status reports… Reports can be found under the Function – Report tab. Steg 1: Activate the Report function (requires admin permissions) Step 2: Grant user permissions (requires admin permission) Give the users who should be able to see…
Updated 2024-07-01 Customer signature on work order Just like on service orders, you can now activate customer signatures on work orders. You can find the settings in Group settings – Module settings – Work order settings. There you will also find more requirements that can be set for a work…
What categories do you want to see? Select which categories should appear as headings in the list views by selecting in the list. If you want to remove a category, deselect the category. Have you noticed that we have added category choices? The latest addition is “Created by” and in…
Admin permission is required for steps 1 and 2 and to enter certificates on users. Step 1 – Add certificate types Go to Group Settings – Module Settings – Group Settings. Step 2 – Add certificate to user Step 3 – Specify which certificate is required for a job On…
