NEWS
- You can now use fulltext to search Contact persons in Clients Contacts. The setup is available via
on this page.
- A Connect. points filter has been added to Clients Internet. You can use it to filter services. The filter is displayed when a router is selected.
- You can now Show HTML of emails in the email queue in Statistics Server stats E-mails Queue.
- Printing a list of clients into PDF (Clients Contacts) has been modified to include those clients and columns which are currently displayed. You can modify the column setup by
- Columns for print. You can turn on/off this button for any administrator in their setup.
REWRITTEN PAGES
- Other Tools
- Other Backups Routers
- Other Bulk Action
- Scheduling Calendar > Print to PDF / Sending PDF to email
Generation of Contracts
- The process of bulk creation of contracts has been implemented into the system replacing the old “Bulk contracts” from Other Bulk Document. This has been discontinued.
- You may generate bulk contracts in Settings Contracts Bulk.
- It is just like an individual contract, except there are filters to select certain clients who you are creating the contracts for. You can also select a type of active service thus creating the number of contracts according the the number of services.
- You can also use system variables, and an automatic transfer to PDF.
- You will see who and when generated bulk contracts, and how many contracts were generated. You can use the number to click on it and display a list of contracts.
- By deleting a contract, you will remove the contract from client´s account.
- Bulk contract is marked as Bulk contract
in Client card.
Request form
- You can now set the system to send an information e-mail upon creation of a request.
- The settings needed:
- Settings Syst. settings General, ID send_email_after_new_client_request = 1
- a due record in Settings Syst. settings General, ID system_mail and system_mail_name
- You can define the email layout in Settings Other E-mail templates. To activate the template, click on
in New request column.