Technical Tuesdays
- Maintenance Contract Manager
- Assign Engineer Screen V4
- Batch Invoicing
- Cloning A Job or Quote
- Creating Templates
- Customising the New Jobs screen
- Document Shortcuts
- Email Automation
- Email Address Book Clearing
- Email Template
- Enhanced Search Jobs Screen
- Field Codes/Labels for template documents
- Emails - Filter addresses relevant to a job
- Head Office link for Customers & Suppliers
- Ignore Contact Option
- Linking Customers and Clients
- Linked Jobs & Quotes
- Manage Users - Add/Amend Users & Access
- Passwords - Change and Reset
- Remove duplicate customer or client records
- Removing an invoice number from a job
- Service Level Agreements & SLA reports
- Slow Response/ Not Responding
- Updating or closing multiple jobs at once
- VAT Calculations show 1 penny difference
- Main Menu - Technical Tuesday Topics
- Latest News Learn more about new features on Job Tracker
Technical - Under The Bonnet of Job Tracker
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Add/Amend Users & Permissions
Learn how to add and amend users, change access permissions and rest passwords. Administration rights are required for this process.
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Do you have an Acer machine?
There's a known issue with MS Word on Acer machines pre installed with Acer Cloud. The 'save as' prompt appears and file path links are broken.
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Passwords - Reset/Change
Those with administration rights within Job Tracker can reset or change the password for other users. The automatic log in feature can be enabled or disabled.
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Slow Response / Not Responding
If you are encountering performance issues with Job Tracker Professional, here is a case study detailing some possible causes and suggested remedy.
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VAT calculations - 1p difference
Differing ways to calculate VAT could result in a penny difference, although HMRC do not stipulate which process is correct.
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