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…
Add images on Work order under Measures Click Edit to add images on measures. New setting in ToDo filter Under Show only, we’ve added “This week” and “This month”.Save this setting as a default or favorite so you don’t have to change dates so often. Here’s how to save as…
Would you like to see more information in the planner? Then there are new options for settings – View settings for booking screen. The setting requires admin permission
Purchase order from Sales order Create a purchase order from sales order by clicking on the shopping cart. On the purchase order, you see from which sales order it is created. Concerning uploaded files and backorders When you create a backorder, all files that are on the original order are…
New user setting Do you want each assigned technician to be able to set ready on his part of an order? Now it’s possible. The technician must be assigned to the order. The setting requires admin permissions. Do this: During work, you as a technician do the following: When you’re…
Order type on service interval Have you created your own order types for service orders and want the selection to also be included in new generated service orders? Do this: Order types in Custom fields The order types can be linked to your custom fields in Service order settings and…
Create your own templates for sending protocols and order confirmations on Work Orders and Service Protocols, order confirmations for Sales Orders and the Send email function for Purchase Orders and Quotations so you don’t have to fill in the “Subject” and “Message” fields every time you send an email. The…
Do the names of the check points “have status” not suit your way of working? You can edit the terms! The conditions for the different terms are the same. The standard term “Should be addressed” always gives a note that a measure is required and opens to create a work…
New Service object setting – Force overlapping service intervall The new service object setting “Force overlapping service intervals” is checked by default and if the intervals do not overlap you will receive a warning. You can read more about service intervals in the article about adding a service object. If…
New settings in the Planner To speed up the Planner, we have added a new setting under the “gear” – Auto update planner. Mark this setting when you need the planner to always be up to date, for example if you have the planner on a TV screen, if you…
