Click on ‘Search’ at the bottom right of the action bar to open the search panel. The values in the search fields represent the currently active filtering. Customize search criteria The fields with a at the right side of the field give a list of suggestions if at least 2 characters are typed into the […]
Appointment notifications: version 7.4 and higher Order notifications: version 7.7 and higher When an appointment is planned on a session, a confirmation message (email, text message and/or letter) can automatically be generated to inform the client about the created appointment. Other reasons for messages to be automatically generated are: editing (specific properties of) or canceling […]
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To enable the editing of an order for the future, without influencing the current delivery process, a new order is created (with all the new changes) when an important change is made. The original order remains unchanged. Not all properties of an order are equally important for the planning and delivery. That is why […]
Version 7.5 and higher For an existing protocol which is not applied yet the ‘Delete’ action is available on the action bar on the protocols overview. This action can be used to – for example – delete an incorrectly set up protocol to make sure it is never applied to a client. If desired, multiple […]
Version 7.5 and higher On the orders overview there are global protocol actions available and several contextual actions for when a protocol is selected. It depends on your user rights which actions are available. Global protocol actions Add: Apply new protocol. Contextual actions for a single protocol When 1 protocol is selected in the table […]
Version 7.5 and higher In addition to a few global actions which are available in the order overview, there are several contextual actions available when one or multiple orders or a single order-moment are selected. It depends on the source of the selected order and on your user rights which actions are available. Global order […]
Version 7.6 and higher In addition to editing one single order, for a number of scenarios it is possible to edit multiple orders in one action. For example, it is possible to replace a specific preferred employee, delete an activity, change the address or add attachments for all selected orders at once. Required When there […]
Version 7.5 and higher Sometimes it can be necessary to change a single order-moment, instead of a whole order. By changing just a single moment it is possible to process an incidental change – for example, an hour later than usual, or on a different day – before an actual appointment is planned from this […]
Version 7.5 and higher Instead of ending an applied protocol and then applying a new one, an applied protocol can also simply be replaced by another one. This replace functionality does not only save effort, it also offers an easy way to make the start moment in the new protocol depend on the progress which […]