Enable Multi factor authentication now

This fall, to increase security, we will introduce a requirement for multi factor authentication when logging in for everyone. Please choose to activate the function now.

Choose how you want to receive notifications

For each function, you can choose how you want to be notified – email, text (SMS) and/or push notification.

More efficient planning with time used, bulk move and user group booking

In the Planner's resource view, you can see booked time in relation to available working time for the displayed period. The function can be shown or hidden via the cogwheel "Show time utilization". 

In Planner settings, there is the option "Show bulk move". This setting adds the Move date button to the Planner, which allows you to move multiple bookings from one day to another day at the same time. Administrator permissions are required to activate the function.

You can now also book an entire user group on a job in the Planner. You can read more about user groups here.

Offline search in the Register 

Now you can see below the search box whether the search is taking place locally on your device, the date the Register was synced and you can switch between offline and online mode.

If you are online but still cannot find a match for an article, try unchecking Use offline register.

NEWS IN BRIEF

Project News

• Projects can be selected directly on an order.
• It is possible to specify multiple Project managers.
• We have added start and end dates.

Self-checks
When you email custom checks on a Work order, you can now choose which one(s) you want to send.

Regarding custom fields on service objects
Information you enter in a custom field on a Service object is now moved to Work orders, Service and Sales orders if the field has the exact same name as one in the Work orders, Service or Sales orders.

Sorting article lines in Quotes

Didn't the articles appear in a correct order on the Quote? Change the order by dragging the three dots in front of the article.
However, sorting is not supported in mobile view.

Create QR code with link to Self-checks

To quickly open and perform a Self-check on a service object, you can create a special QR label. The code will send you directly to the Self-check.

New editor for email templates and messages.

In Email settings you can create a number of templates for your email or text messages. The function has a simple editor where you get support in creating the templates.

User groups - new settings and options

By giving a user the user permission "View user group" and/or "Edit user group" for Time report, you give a user the ability to see time reports for everyone in the user group they are part of. 

Agreements and Order types

Create an Agreement and choose which Order types the Agreement will apply to – one, several or all order types. 

When you then specify the selected Order type on the order, the Agreement will be applied to the order.

Remote signing of service protocols

Customers can now receive a unique link via email to open and sign a service report without having to log in. The link is valid for 30 days. 

Conditions for the link to be created:

• Service protocol setting: "Use customer signatures" and "Use external signing".
• There must be at least one contact person on the customer.
• The protocol must be signed by the technician and not invoiced.

Register of all your users, including customer users

Under Registers – Users there is now an overview of all your users including your customer users. In the Register you see information about the user and can make changes to permissions and settings in a smooth way. Only Administrators can see and edit the register.

You can now also create Permission templates for customer users to make it easier when creating many customer user accounts.

Quotes have been given a collection function

There you can:

• remove or add assignments
• set, change or remove tags
• print quotes

New settings for Service Orders, Sales Orders and Quotes

For those of you who do not want to be able to add completely new articles, i.e. articles that you do not have in your Article register – select "Require articles from registry" in the respective settings.