{"id":22821,"date":"2025-05-16T01:16:19","date_gmt":"2025-05-15T23:16:19","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/25-05-15-new-customer-setting-template-for-email-custom-field-and-more\/"},"modified":"2025-05-16T09:09:01","modified_gmt":"2025-05-16T07:09:01","slug":"25-05-15-new-customer-setting-template-for-email-custom-field-and-more","status":"publish","type":"post","link":"https:\/\/support.serviceprotokoll.se\/en\/25-05-15-new-customer-setting-template-for-email-custom-field-and-more\/","title":{"rendered":"25-05-15 – New customer setting, template for email, custom field and more"},"content":{"rendered":"\n

Business or Private as default TYPE?<\/h4>\n\n

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<\/strong>. This means that when you add new customers, they will all be given the type Private and the personal identification number field will be displayed instead of the organisation number.<\/p>\n\n

The setting requires admin permissions and is located under Group Settings – Module Settings – Customer Settings.<\/em><\/p>\n\n

Statistics function<\/h4>\n\n

Sales orders<\/strong> now show a list of the value of ordered articles (gross and net) instead of just delivered articles as before. Below the list of sales orders, a summary is shown \u2013 Total gross sum of all ordered articles.<\/strong><\/p>\n\n

You can also extract statistics on quotes.<\/strong><\/p>\n\n

Agreement on facility<\/h4>\n\n

Now you can also see agreements on the facility’s map.<\/p>\n\n

Custom fields on service object<\/h4>\n\n

We added the ability to create custom fields on service objects.<\/p>\n\n

Creating the fields requires admin permission. Go to Group Settings – Module Settings – Service Object Settings.<\/em> You can add suggestions and set whether the field should be displayed to customers and in lists, and whether it should be a requirement to select\/fill in the field.<\/p>\n\n

Have you added any custom statuses?<\/h4>\n\n
\n
\n
\"\"<\/a><\/figure>\n\n\n\n
    \n
  1. A work order that has been assigned a custom status (Urgent)<\/li>\n\n\n\n
  2. A work order that has a description – then it is displayed.<\/li>\n\n\n\n
  3. A service order that has a custom status (Unconfirmed)<\/li>\n\n\n\n
  4. A service order without a custom status shows the system status (Not Handled).<\/li>\n<\/ol>\n<\/div>\n\n\n\n
    \n

    These are now displayed instead of the system statuses in the detail view. If it is a service order, the self-defined status is always displayed – if any.<\/p>\n\n\n\n

    If it is a work order that has a description, the description<\/strong> is displayed – even if there is a status of its own. If the work order is created from a quote, the quote’s description or service object is displayed.<\/p>\n\n\n\n

    Do you know what self-defined status means and how to enter them? Learn how to here: \u00a0Work order<\/a> and Service order<\/a>.<\/p>\n<\/div>\n<\/div>\n\n

    Standard template – email<\/h4>\n\n
    \n
    \n
    \"\"<\/a><\/figure>\n\n\n\n
    \"\"<\/a><\/figure>\n<\/div>\n\n\n\n
    \n

    Now you can enter a standard message that is used when sending protocols or order confirmations for work orders and service orders – one for each order type.<\/p>\n\n\n\n

    As usual, you can edit the text when you send it.<\/p>\n\n\n\n

    You add the message in Email Settings – Default Template. The setting requires admin rights.<\/p>\n<\/div>\n<\/div>\n\n

    Your most recent articles list<\/h4>\n\n
    \n
    \n
    \"Add<\/a><\/figure>\n<\/div>\n\n\n\n
    \n

    More articles can be added to the recently used list.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    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…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[466],"tags":[],"class_list":["post-22821","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/22821","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/post"}],"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=22821"}],"version-history":[{"count":3,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/22821\/revisions"}],"predecessor-version":[{"id":22831,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/22821\/revisions\/22831"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=22821"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/categories?post=22821"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/tags?post=22821"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}