Version 7.2 and higher for clients Version 7.4 and higher for locations A contact person that is created in Serviceware Resources can be deleted. The contact person is then no longer available at other places in the application. Required User right 12.1: ‘Allow editing of location information’, for location contact persons User right 6.10.1: ‘Contact persons: adding and deleting’, […]
Version 7.2 and higher for clients Version 7.4 and higher for locations When a contact person is selected on the contact persons overview, the ‘Pin’ button appears on the action bar with which this contact person can be ‘pinned’. This means that the details of this particular contact person will be visible on the dashboard of the […]
Version 7.2 and higher for clients Version 7.4 and higher for locations After a contact person has been created in the system, it is possible that data may change and that the contact person therefore needs to be changed. Required User right 12.1: ‘Allow editing of location information’, for location contact persons User right 6.10: ‘Contact persons: editing’, for […]
Version 7.2 and higher for clients Version 7.4 and higher for locations Multiple contact persons can be created for both clients and locations. Each contact person can be given a type, such as ‘GP’, ‘mother’ or ‘concierge’. Required User right 12.1: ‘Allow editing of location information’, for location contact persons User right 6.10.1: ‘Contact persons: adding and deleting’, for […]
Version 7.2 and higher for clients Version 7.4 and higher for locations For each client and for each location, contact persons can be stored in the system. The contact person of a client can, for example, be used as a notification contact for an appointment. In that case, the confirmation message of that appointment is not […]
Version 7.2 and higher for clients Version 7.4 and higher for locations To quickly re-use an already used, but now expired address, you can copy the old address. This is for example useful when a client is constantly relocated for his work, and switches a lot between different company locations. Required User right 12.1: ”Allow editing of […]
Version 7.2 and higher for clients Version 7.4 and higher for locations After an address has been created in the system, it may happen that data has not been entered correctly and needs to be changed. Editing the address is not the right option to administer a move. To do this, add a new address and […]
Version 7.2 and higher for clients Version 7.4 and higher for locations Multiple addresses can be created for both clients and locations. An address is always of a certain type, for example a ‘residence address’ or an ‘alternative address’. The address facts are ‘translated’ into a pin on the map and into coordinates. If necessary, the […]
Vanaf versie 7.4 Wanneer een openings- of sluitingsregel op de pagina ‘Openingstijdenoverzicht’ is geselecteerd verschijnt de knop ‘Verwijder’ op de knoppenbalk. Via deze knop wordt de openings- of sluitingsregel verwijderd. Dit betekent dat deze openings- of sluitingsregel uit de database wordt verwijderd en niet meer kan worden teruggehaald. Benodigd Gebruikersrecht 12.1: ‘Wijzigen van locatie informatie’ […]
Vanaf versie 7.4 Nadat een openings- of sluitingsregel is aangemaakt kan het voorkomen dat gegevens veranderen en gewijzigd moeten worden in het systeem. Op het openingstijdenoverzicht is de ‘Wijzig’ actie beschikbaar op de knoppenbalk. Benodigd Gebruikersrecht 12.1: ‘Wijzigen locatie informatie’ Deze pagina bevat exact dezelfde velden als de pagina ‘Voeg openingstijd toe’, alle velden […]