If you have many pictures and documents to be added to a registry entry, it may be a good idea to create folders. You can find the symbol for creating a folder at the bottom of a register entry for customer, facility, service object. If the symbol is not present,…
Show unique ID With this service object setting, a unique serial number (ID) is created for the service object. The ID is automatically generated and cannot be changed. This number is therefore in addition to the serial number and machine number. Placement of images from service points when printing protocols…
This function is under development. During a project, you can collect all orders (service orders, work orders and sales orders) and leak detections (if you use that function) linked to your project. To customize projects, you can create custom fields. To see this function, you need to have user permissions…
All e-mails and text messages* you have sent are listed in the Message log. Only the last month’s mailings are shown, but we save 1 year’s mailings. Click on your username, scroll to the bottom of the Account Settings page and you will find the link to the Message Log….
With the new setting option Compact orders, you get this compact list of your orders in the Resource view. Planned orders get a gray background so you can quickly see which ones are handled. To select this view, do the following: Don’t want price on prints? There are now settings…
You use agreement types to make it clearer what kind of agreement is on an object. You create your own types and color the “dot” that follows the agreement type to further signal which type it is. The agreement type is displayed in a number of places and is available…
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…
