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Linking addresses with service areas in the respective objects
Linking the addresses to the service areas serves to automatically assign persons to tasks as well as for facilitating processing in the event of changes of responsibilities. The aim of the link is to assign one or more responsible persons to the ...
What is the difference between users and addresses?
Your company addresses are recorded in various address books. These are filled with all internal and external contacts, which subsequently serve to assign tasks and activities to one person. In contrast, in the menu item user accesses to your house ...
Import and matching addresses
You also have the possibility of importing addresses. For this purpose, please navigate to the menu "Data Imports" . The import template (Excel) is also available there and you can import there.
How many licenses do I need in my company?
This varies from company to company. Any employee who is to edit tasks with the main application home manager or technician app needs a license. You do not need an additional license for external users. External users only have read permissions in ...
Creation of electronic invoices (X invoice)
What is an X invoice? XInvoice is a standard for the type and technical composition of billing information in an XML record. This XML record corresponds to electronic invoice. The standard enables reception and further processing through different ...