{"id":26878,"date":"2026-02-13T08:32:26","date_gmt":"2026-02-13T07:32:26","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/kb\/tips-for-using-the-system-smarter-and-faster\/"},"modified":"2026-02-13T08:49:28","modified_gmt":"2026-02-13T07:49:28","slug":"tips-for-using-the-system-smarter-and-faster","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/tips-for-using-the-system-smarter-and-faster\/","title":{"rendered":"Tips for using the system smarter and faster"},"content":{"rendered":"\n
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\"\"<\/figure>\n<\/div>\n\n\n\n
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Learn some keyboard shortcuts<\/h4>\n\n\n\n

Use these keyboard shortcuts = Alt<\/p>\n\n\n\n

Unfortunately, it doesn’t work on Mac.<\/p>\n\n\n\n

See all keyboard shortcuts here.<\/a><\/p>\n<\/div>\n<\/div>\n\n

cogwheel = shortcut<\/h4>\n\n

Use the gear in lists to quickly Assign, Change, Execute or continue an already started service order.<\/p>\n\n

\"\"<\/figure>\n\n

Is your list of orders loading slowly?<\/h4>\n\n

Set a filter that suits your needs.Here are instructions on how to set filters and save your own favourite filters.<\/a><\/p>\n\n

Filter settings<\/h4>\n\n

Can’t find the order you’re looking for? Check your filter settings. Maybe you need to change the date setting? Each function has its own set of filter settings.<\/p>\n\n

Collection function<\/h4>\n\n

Do you need to change many orders or prices at once? See if the collection function<\/a> can help you with that.<\/p>\n\n

Preset messages<\/h4>\n\n

By adding standard messages as templates, you don’t have to formulate your message every time you send a message to a customer. Just choose from your different messages.<\/p>\n\n

Here you find instructions on how to add message templates<\/a>.<\/p>\n\n

No next service?<\/h4>\n\n

How do you know if a service has not been generated? If you see a red exclamation mark in the menu next to Service Objects, there is a service object that should have a next service but does not.<\/p>\n\n

Here you find instructions on how to find these objekts.<\/a><\/p>\n\n

Save your signature<\/h4>\n\n

By saving your signature in your account settings, you avoid signing protocols.<\/p>\n\n

Here you find instructions on how to save your signature.<\/a><\/p>\n\n

Check your permissions<\/h4>\n\n

Can’t you do what is written in an article? Talk to someone who has admin permission and ask them to review your permissions. You may be missing a permission that is important for your assignments.<\/p>\n\n

Link to an order<\/h3>\n\n

Type @ and order type + order number and it will become a clickable link! Example: @AO11.<\/p>\n\n

Works in comment fields and in a contact order’s contact point.<\/p>\n\n

What is your best tip?<\/h4>\n\n

Please email us your tip<\/a> and we will add it here. Thank you!<\/p>\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Learn some keyboard shortcuts Use these keyboard shortcuts = Alt Unfortunately, it doesn’t work on Mac. See all keyboard shortcuts here. cogwheel = shortcut Use the gear in lists to quickly Assign, Change, Execute or continue an already started service order. Is your list of orders loading slowly? Set a…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[946],"ht-kb-tag":[],"class_list":["post-26878","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-generally"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/26878","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=26878"}],"version-history":[{"count":1,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/26878\/revisions"}],"predecessor-version":[{"id":26879,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/26878\/revisions\/26879"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=26878"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=26878"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=26878"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}