Adding Default Inspections to Services Inspections can be set to automatically add to jobs or pieces of equipment in multiple ways. There are set in various places across the system. Default inspections can be set against makes and model services so that whenever a specific service takes place against any […]
How do I add Attributes to a Customer Account?
How do I add Attributes to a Customer Account? Attributes can be set against customer records. These attributes are free fields that can be set and used to determine customer details. To first set the terms for these attribute fields go to: System > CRM > Customer Attributes On the […]
How do I add additional Customer Attribute Categories?
How do I add additional Customer Attribute Categories? Customer attributes are a useful way of setting information against customer records in a set format. However, with such information it is possible to categorise this information to be able to sift through such information. To add a new category go to: […]
How do I add attachments to an Equipment record?
How do I add attachments to an Equipment record? It is possible to save attachments to Equipment records that relate to this specific Equipment record. To do this first you will need to make note of where the files need to be saved. Go to: System > Settings Find the […]
How do I add attachments to a Supplier record?
How do I add attachments to a Supplier record? It is possible to save attachments to Supplier records that relate to this specific supplier. To do this first you will need to make note of where the files need to be saved. Go to: System > Settings Find the setting […]
How do I add attachments to a Stock record?
How do I add attachments to a Stock record? It is possible to save attachments to Stock records. To do this first you will need to make note of where the files need to be saved. Go to: System > Settings Find the setting ‘Files Directory – Parts’ and make […]
How do I Attach files to a Maintenance Contract?
How do I Attach files to a Maintenance Contract? It is possible to attach files to a Maintenance Contract. To do this, go to: Maintenance Click into the contract that you wish to add the attachments to On the Contract tab you should see an ‘Attached Documents’ field in the […]
How do I add Attachments to a Customer Record?
How do I add attachments to a Customer Record? It is possible to save attachments to Customer records that relate to this specific Customer. To do this first you will need to make note of where the files need to be saved. Go to: System > Settings Find the setting […]
Adding New Sales Opportunity Status’
Adding new Sales Opportunity Status’ To add new Status’ for Sales Opportunities, go to: System > CRM > Sales Opportunity Statuses Click the ‘Add’ button and type in the name of the new Status on the resulting window Click ‘OK’ to complete the addition To Edit or Delete a Status, […]
How do I Cancel the Rest of a Partly Received Purchase Order
How do I Cancel the rest of a partly received Purchase Order? In the instance that you have a partially receipted Purchase Order and the remaining goods are no longer required or supplied by this supplier, you can cancel the remaining items to complete off the purchase order. To do […]