364 Matching Annotations
  1. May 2020
    1. Click  Save

      Deleted the last section of 'Change price factor in project', since it's already in the 'Note:'

    2. Choose default factor group

      Change style

    3. Create factor groups

      Change style

    4. multiple factor groups.

      No bold

    5. Click

      It's a single click now

    6. tings Configuration module

      Symbol

    7. 2,40.

      2,40 + change image

    8. If your equipment group, for example, Rigging has a usage period from 21-12-2020 (14:00) to 24-12-2020 (14:00), it is exactly 4 days. In your factor list, you can see this gives a factor of 2.40:

      4 days, + new image

    9. days.

      Delete image

    1. oup_work Warehouse module, you can mark an item or serial number as either "Lost" or "Defect"

      Add symbol + not italics but double quotations

    2. Ledger account

      Add

    3. Add additional costs

      Edit style

    1. Assign a ledger account to an additional cost

      Edit style

    2. Edit the assigned ledger account for a project

      Edit style

    3. Assign ledger account to default function

      Edit style

    4. Edit the assigned ledger account for a project

      Edit style

    5. Assign default ledger account

      Edit style

    6. Add your ledger accounts

      Edit style

    7. rental, sale, crew, transport, insurance, other, and default.

      No italics

    8. ttings Configuration module > Financial > Ledgers.

      Symbol

    1. Change additional conditions for a project

      Buttons and symbols

    2. Choose default additional conditions

      Buttons and symbols.

    3. Select yes or no for the following options

      Yes and no instead of boxes

    4. Go to the settings Configuration module > Financial > Financial. Under "Terms and conditions", drop a file or click to upload.

      Add symbol, delete image and change Slips to "Terms and conditions"

    1. Filter by tag

      Change image, add tags button and change some text.

    2. Click  Save

      Button

    3. enter 

      Again, enter, not +

    4. enter

      Press enter, not +

    5. re_v

      symbol

    6. Image

    7. Afterwards, you can filter the shown items in a module by clicking on the label tags expand_more button and selecting your tag(s).

      Change sentence and add tags button

    1. label tags or filter_list filters active.  Remove your filters, and/or de-select all tags. In modules such as the table_chart Projects module, make sure to choose a long time period.

      Add symbols

    2. Archive subfolder in the category Equipment module

      Subfolder + symbol

    3. Select  the items you want to archive. Click the More actions more_vert button. Choose "Archive".

      Button, more actions and double quotes

    4. ategory Equipment module.

      symbol

    1. Decline rental request

      Different name

    2. Turn a request into a project

      Delete all the old images in this section + make buttons

    3. steps

      New image

    4. Rental requests under the table_chart Projects module or by clicking on one of the three options described above.

      Add symbol

    5. Click on one of these notifications to directly go to the project request. In the project request list, each project is waiting for your rejection or approval.

      Changed the text a bit

    6. On the dashboard, a new "project request" will be shown.

      I assume this will again be implemented

    7. Send a request digitally

      Delete the bold text and make the send button

    8. tivity.

      Delete the 'Note'

    9. UPDATE

      In the old article, many things were in bold. Only keep the bold text which is in this article

    10. ap_horizontal_circle Subrent module

      Add symbol

    1. The 'Project progress icons' column

      New

    2. Some helpful columns to add are: Already invoiced Project price Scheduled crew members Vehicles scheduled

      Bullet points

    3. 'Crew members' and 'Vehicles'

      Single quotation mark

    4. Some useful presets are: Confirmed projects - Has filter 'Is confirmed'. Option projects - Has filter 'Is option'. My confirmed projects - Has filters 'Is confirmed' and fixed value for 'Account manager'. My option projects - Has filters 'Is option' and fixed value for 'Account manager'.  To be planned - Has filter 'Crew required' and 'Is confirmed'.

      Better ordered the useful presets

    5. To choose a view in the Projects module: Click on list View: List expand_more button on the top-right of the module (if the view is on 'List'). Choose your preferred view.

      Different steps

    6. Choose a view

      Delete images and add symbols

    7. Projects highlighted in light blue are in status Option or Concept. Projects in black are in status Confirmed, Prepped, In location or Returned. Greyed out projects are in status Cancelled.

      Indicators are changed

    1. Add equipment to existing subrent

      Add buttons/symbols and image

    2. Price

      Change to switch instead of button

    3. Subrental options

      Delete Location, add 'Contact person'. Add symbol. Change italics to single quotation marks. Bring 'Subrent type' up

    4. From the Subrental sub-folder of the Subrent module

      Add buttons

    5. From the Shortages sub-folder of the Subrent module

      Add symbols and buttons

    6. From the Equipment tab of a project

      Add symbols and buttons

    7. izontal_circle Subrent module

      Add symbol

    1. Add a subrent In the sub-folder Subrentals or in the Equipment tab of a project, you can add a new subrent for the needed equipment items. 

      Two possibilities

    2. ter_list Filters

      Symbol

    3. Subrentals,

      Bold

    4. Deleted a 's'

    5. In the sub-folder Shortages of the swap_horizontal_circle Subrent module

      Different terminology

    6. orizontal_circle Subrent module

      Symbol

    1. Select  the kit Click on the More actions more_vert button. Choose 'Edit kit price based on content'.

      Button, symbol and single quotation mark

    2. Clic

      Button

    3. 'Update the content of the selected kits to the content of the respective kit in your database.'

      Single quotation marks

    4. Click on  Update

      Button

    5. More actions more_v

      Symbol change

    6. Equipment

      Italics

    1. Data

      Italics

    2. ategory Equipment module

      Add symbol + change image

    3. Critical stock

      Add symbol + delete image. Currently it's not possible in the improved interface, but it probably will be there in the future.

    4. dit Edit.

      Add symbol

    5. tegory Equipment module

      Add symbol

    1. Select  an item in your project and click the More actions more_vert button  Choose 'Assign serial number'. The pop-up screen that opens shows an overview of your serial numbers and their availability. Select your preferred serial number and choose  Confirm  to book it for the project.

      Add icons/buttons

    2. Select  an equipment item. Click watch_later Open timeline

      New

    3. Adding a temporary item or comment line

      Change images and steps

    4. elect  the kit, click on the More actions more_vert 

      Icon change

    5. on_ri

      Icon change

    6. Equipment

      Italics

    7. Add a new equipment group

      New steps

    8. tegory Equipment module

      Add icon

    9. chevron_ri

      Symbol change

    10. Select  multiple items and click edit Edit.

      Symbols

    11. Equipment

      Italics

    12. Equipment

      Italics

    1. Folder structure examples

      New examples

    2. Sort and move a folder

      Changed steps, deleted the folder icons at the bullet points and added a new image.

    3. Edit or delete a folder

      Changed steps

    4. Add a new folder

      Changed both tabs

    5. this:  

      Image change

    1. Regenerate token.

      Different name

    2. Go to settings Configuration > Account > Extensions. If deactivated, click Connect in the 'API' field. Click Show token.

      Different steps

    1. Statistic view types and applications

      Changed the order of the categories to let it correspond with the pop-up in Rentman.

    2. status

      New

    3. Save

      Button change

    4. Choose column set expand_mo

      Button change

    5. + Add statistic

      Button change

    6. oll Statistics

      Add icon

    1. Scroll down to Files  Click on addAdd Drop a file or click to upload.

      New steps

    2. Scroll down to Files  Click directly on the file and click  Download  or click on the three dots more_vert to download.

      new steps

    3. Tasks

      new

    1. Use in searches - Enable this option to make this field for searchable in the overviews.

      New option

    2. Go to the settings Configuration module > Settings > Extra input fields. Click + Add extra input field and fill in the following information:

      Changed buttons

    3. (and scheduled crew on a project) Vehicles (and scheduled transport on a project)

      New

    1. Files

      New

    2. Details

      Changed name

    3. Visibility

      Changed name

    4. Use tags, filters and presets Click on the label Tags to filter by tags you have added to the task. Click on the filter_list Filters button to select filters. Think of filters as Completed, Not completed and Public (yes/no) Click on the blue text in the top left corner to select presets. Select a display periodThis determines and how far back/forward in time tasks should be displayed. Click on the calendar in the top left corner: date_range Save selection as presetYou can save your configuration as a (new) preset. This allows you to quickly switch between different presets within the Tasks module. Click on the blue text in the top left corner and click Save preset.

      Changed structure

    5. Click Add task

      Button change

    6. ter_list Filters

      Button change

    7. Go to one of the modules, double click on i.a. an equipment item, a contact or a vehicle to edit it. Scroll all the way down and click Add task Configure your task options and click Save

      Changed steps

    8. Tasks can be added in the Equipment, Contacts, Crew members, Vehicles, Subrents and Repairs modules.

      Tasks can't be added to invoices anymore

    9. Examples of tasks Projects: Contact customer X days before the project to check in on their wishes. Projects: Ask for customer's feedback X days after the project has ended. Contacts: Check in with an important lead to keep the contact warm. Vehicles: Bring to garage for yearly MOT.

      Placed it under Add a task

    1. Number series - Choose the default number series for quotations, contracts, invoices and credit notes that should be used for projects with this project type. Additional conditions - Choose the default additional conditions that should be used for projects with this project type. 

      Add

    2. Warehouse packing slip template - Choose the default packing slip template that should be used for projects with this project type.

      Add

    3. Go to the settings Configuration module > Settings > Project types Click + Add project type

      Adjust steps

    4. letterhead.   By

      Add enter

    1. it will be applied to all subprojects.

      Remove image + Not bold

    2. Split or merge a subproject When you split a subproject from the main project, it turns into its own main project. In a project, click subprojects expand_more to show subprojects. Next to a subproject, click on the downwards arrow: Choose call_split Split When you merge subprojects, all subprojects will be merged into one main project. If you merge subprojects with different statuses, the merged project will get the status of the subproject you've selected before merging. In a project, click subprojects expand_more to show subprojects. Next to a subproject, click on the downwards arrow: Choose merge_type Merge with others.

      Different steps

    3. Move equipment group to another subproject

      Not possible yet, but this will probably be the steps

    4. Create invoice for a subproject

      Different steps

    5. Hide subproject from the planning only

      Different steps

    6. Hide subproject on financial documents only

      Different steps

    7. Show or hide on documents

      Different steps + delete image

    8. In a project, click subprojects expand_more to show subprojects. Click on a subproject and go to the Time schedule tab. Use the dots to drag the time period from the main project to a subproject.

      Different steps

    9. In a project, click subprojects expand_more to show subprojects. Click on a subproject and go to the Time schedule tab. Use the dots to drag the time period to the main project.

      Different steps

    10. own

      Delete image

    11. Duplicate a subproject

      Different steps

    12. Add your first empty subproject

      Different steps

    13. View subprojects

      Different steps + other image

    14. it.

      Remove image

    1. Hide times on your quotation and invoices

      Change paragraph

    2. Add a time period

      New steps

    3. Go to the Time schedule tab. Select a time period and click  Set as default time. In the pop-up, select whether the default time is for the planning period, usage period or both.  In the pop-up, select either to apply to the entire project or a subproject only. 

      New steps

    4. equipment

      Remove image

    1. General tab and Time schedule tab

      Add Time schedule tab

    2. Project ProgressThe icons in project progress indicate which steps you have finished in your projects. These are the icons: The color gives an indication of what still has to be done. A red 'Crew & Transport' means that not all functions are fully planned on a confirmed project yet. The green color indicates that nothing has to be done. A yellow invoice icon means there are still unpaid invoices. Hover with your mouse over the icons to see more information. Click on them to go the corresponding tab.  Tasks/notes/filesRead our article about Tasks/notes/files for more information.

      New (tasks/notes/files refers to different article than the 'notes' link)

    3. General information

      Edit order of headers

    4. schedule.

      Remove image

  2. Apr 2020
    1. Example template On the right of the screen in the widget, you can choose an existing document to display as an example. This is useful to see what your template will look like with example information. Letterhead On the right of the screen, you can choose a default letterhead for this template.

      'On the top' is changed to 'on the right' and change the image

    2. For each template, you can configure the following:

      Remove 'Thin lines'

    3. Click +Add document template. Choose the right type of document for this template.

      Change button name and image

    4. Duplicate

      Change button name and change image

    5. +Add document template

      Change button name

    6. Template library button.

      Change button name

    7. Go to the Configuration module > Customer communication > Document templates. In this overview, you will find:

      Remove image

    8. slip

      Slip instead of note

    1. Export remark

      Is no button anymore

    2. Export status

      Is no button anymore

    3. and Accounting software journal

      New option

    4. Under External extensions, go to Quickbooks and click on the Connect button.

      Button name changed

    5. For the option Export automatically, choose one of the following:

      Image changed