Many service object on your service order? To speed things up for those of you who have 10 or more service objects on an order, the service objects are now grouped together. Click + to open the object you want to work with. We hope this will make things easier…
These keyboard shortcuts can be used in Serviceprotocol.com: Alt+N: NewAlt+S: SaveAlt+E: Edit (open an order to edit)Alt+C: CancelAlt+L: Back to index (list view)Alt+K: Upload (opens the Explorer/ Finder)Alt+Right: NextAlt+Left: PreviousAlt+Down: Go to action buttons (at the bottom of a page) Alt: Hold down the Alt key when you’ve forgotten what…
Business or Private as default TYPE? To make it easier for those of you who work a lot with private customers, we have added a new Customer Setting: Set private as default type. This means that when you add new customers, they will all be given the type Private and…
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…
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…
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…
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…
