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…
Drag and drop files On all orders, you can now drag in files and folders just like before on the customer card. Click on the folder symbol when you want to create a new folder. Give the folder a name and click Create. Drag and drop files into folders from…
Without integration with an accounting system, the Generate invoice button will appear when an order is set as Ready for invoicing. If you then send the document to someone responsible for invoicing, you can speed this up by activating the Email integration. With this integration, you can automatically send an…
VAT or not on customer record In customer settings there is a new setting option – Show VAT type. When you select this setting, a field is added to the customer card where you choose whether VAT should be displayed on the customer’s orders, agreements, quotes, etc. As default NormalVAT…
Now you can add articles for purchase directly to the correct supplier When you click on the shopping cart on an order, a popup opens – Add to Purchase Order. In the popup you can now see and choose from the suppliers you have registered for the article. A small…
Here are described different ways to see if a protocol or booking confirmation has been sent. On orders and protocols In the header of the order you will see the latest sent – when, by whom and to whom. Click on the small arrow and a list of all sent…
Are there more people than you on an order? THE FUNCTION IS TEMPORARILY DISABLED If more than one person has simultaneously clicked Edit on an order or customer card, you will see a symbol for each person in the upper left corner. The function is, for now, only available on…
Introduction As a customer user you have the opportunity to, with your own account, log in to Serviceprotocol and keep track of your service orders, work orders, service objects and facilities. You can also send fault reports if you have the permission to do so. The permissions for your account…
If several of you have simultaneously clicked Edit on an order or customer card and a user has saved a change while you are in the order, you will receive a warning. Your own changes will be removed and you will need to refresh the page (to pick up the…
