New Release - September 27
New search module
Access the tasks calendar from the Tasks tab
Two new ''Excluded'' statuses
New icons for SMS and Email
Delivered column in the sales module
Pop-up ''Did you meet the customer'' when you sold a vehicle with no visit history today
Activity compilation stop when a card is closed, lost, archived, excluded
Red flag for parts on order (only available to Lautopak customers)
Visitor log, visible in the $ Sales tab
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New Release - February 22
Add an attachment to a task New interface for tasks Send an attachment found in the tab: Attachment Print a PDF of a service / exchange / product opportunity (you must provide us with your PDF) Enter your procedure in a Workflow column (everyone has ...
New Release - November 28
Improvement of the Search section - Search for a client - Search for an opportunity - Search for a work order (Lautopak only) - Search for an inventory or a customer product Search history - Last customer search - Contact the client with the icon - ...
New - September 2024
Here is the news article that explains the current projects, corrected and improved. In Session: - Exportation of root products to Lautopak - 2-3 weeks wait time for Lautopak. We will contact you when the problem is resolved. - Actions points ...
Creating and modifying a User
1- Where to begin Click on the Admin tab then User. To be able to see the Admin tab, our user must have the Admin role. 2- Display Sorted by user name, first name, last name, department, active (checked) / inactive (unchecked) and the role of the ...
Create your technicians
Before creating the schedule, you need your technicians or any other person to put on the schedule. Create a user for the technician and add some roles for the technical advisor/dispatcher. 1. Go to the Users tab. Only the ADMIN role can access it. ...