The Planner has got a map view! Click the Show Map button. You will find the button on the far right below the list of days and resources (see image 1). When you click on the arrow that marks a booking and location, a box opens with more information about…
News for those of you who have set up your own SMTP We have added a From address field in SMTP. By default, the address you entered in the User field will be displayed. Settings for SMTP is made in Group settings – Email settings. Admin permissions are required. Currency…
New print templates tags Tags for assigned {Assigned} etc. You can find all tags for assigned in the article Tags for address, contact, signature, assigned and article. New tag in the editor In Email Settings – Templates, we have added a tag for the service object’s serial number and {yourRef}…
To increase security, we will be enabling multi factor authentication for all users. For now, you can choose to enable the feature yourself – do it for your own security. How to enable the feature You can activate it in your Account Settings. Click on your username and look for…
New user register To provide a good overview and make it easier to change permissions and user settings, we have created Register – Users. The register is only available to those with admin permissions. Read more about the user register. New feature for custom fields on service objects Information you…
In the Email settings, you can create a number of templates for your email or SMS mailings. Standard template for sending protocols and order confirmations for Work Orders and Service Orders. Order confirmations for Work Orders, Service Orders and Contact Orders. Templates you create here can then be selected in…
Model On a model, you can now see which template(s) have been used in the service interval. We have also added the ability to enter Custom Info on the model. When updating this information, you need to select the option “Apply changes to custom info”. Article number on service object…
By giving a user the “View user group” and/or “Edit user group” user permissions for TIME REPORT, you give a user the ability to see time reports for everyone in the user group they are part of. Learn more about User groups. The setting requires admin permissions and is done…
There is now a new option in the Planner settings: “Show bulk move”. This setting adds a Move date button to the Planner. This setting allows you to move multiple bookings from one day to another at the same time. Click the Move Date button. A popup opens where you…
Show time utilization In the Planner, you can now see each user’s number of possible working hours. The number is taken from the user’s working hours setting and follows your selected view – month, week, day. At the top you see the total time for the entire workgroup. To the…
