diff --git a/docs/8.0/ayanova/docs/adm-users.md b/docs/8.0/ayanova/docs/adm-users.md index ab47cc13..14a75a9f 100644 --- a/docs/8.0/ayanova/docs/adm-users.md +++ b/docs/8.0/ayanova/docs/adm-users.md @@ -6,12 +6,12 @@ The Users [form](ay-start-form-overview.md) is used to create and edit Users and Users can be selected in AyaNova in the following places: -- [Memo "To"](home-memos.md#to) -- [Project "Overseer"](svc-projects.md#project-overseer) -- [Work order / Quote / PM item Labor "User"](svc-workorders.md#user-labor) -- [Work order / Quote / PM item Scheduled User "User"](svc-workorders.md#user-scheduled) -- [Work order / Quote / PM item Task "Completed by User"](svc-workorders.md#user-task) -- [Work order / Quote / PM item Travels "User"](svc-workorders.md#user-travel) +- [Memo "To"](home-memos.md#to) +- [Project "Overseer"](svc-projects.md#project-overseer) +- [Work order / Quote / PM item Labor "User"](svc-workorders.md#user-labor) +- [Work order / Quote / PM item Scheduled User "User"](svc-workorders.md#user-scheduled) +- [Work order / Quote / PM item Task "Completed by User"](svc-workorders.md#user-task) +- [Work order / Quote / PM item Travels "User"](svc-workorders.md#user-travel) ## Authorization Roles required @@ -19,19 +19,19 @@ Many roles can _select_ this object on other records where approriate. Editing o Full access -- Business administration +- Business administration Read only access -- Business administration - restricted +- Business administration - restricted ## How to access Users Users are accessed in the following ways: -- From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Users` item -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any User autocomplete list on any other form where users can be selected -- From any [data table](ay-start-form-data-tables.md) column showing a Users column +- From the `Administration` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Users` item +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any User autocomplete list on any other form where users can be selected +- From any [data table](ay-start-form-data-tables.md) column showing a Users column ## How Users work @@ -172,3 +172,13 @@ If this User is a scheduleable type, this menu option is a shortcut to the work #### Labors If this User is a scheduleable type, this menu option is a shortcut to the work order item labor data table filtered to show only _this_ User's records. + +#### Send email + +![send email](img/menu-item-send-email.png) + +Send an email directly to this User via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address). + +This is different than a Memo which is an internal AyaNova message as this will send an email to their email address outside of the AyaNova system. + +![control send email](img/control-send-email.png) diff --git a/docs/8.0/ayanova/docs/customers.md b/docs/8.0/ayanova/docs/customers.md index 7e817874..9c7cfe42 100644 --- a/docs/8.0/ayanova/docs/customers.md +++ b/docs/8.0/ayanova/docs/customers.md @@ -201,4 +201,6 @@ This is a shortcut to create or view prior Preventive maintenance records for a ![send email](img/menu-item-send-email.png) -Send email directly to this customer via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address). +Send an email directly to this customer via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address). + +![control send email](img/control-send-email.png) diff --git a/docs/8.0/ayanova/docs/head-offices.md b/docs/8.0/ayanova/docs/head-offices.md index 117d4d49..5f160867 100644 --- a/docs/8.0/ayanova/docs/head-offices.md +++ b/docs/8.0/ayanova/docs/head-offices.md @@ -144,3 +144,11 @@ In addition to the [common edit form menu options](ay-start-edit-forms.md#common #### Customers This is a shortcut to create or view Customers for a head office and opens the [Customer list](customers.md) [data table](ay-start-form-data-tables.md) pre-filtered to only show customers with this head office selected. + +#### Send email + +![send email](img/menu-item-send-email.png) + +Send an email directly to this head office via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address). + +![control send email](img/control-send-email.png) diff --git a/docs/8.0/ayanova/docs/img/control-send-email.png b/docs/8.0/ayanova/docs/img/control-send-email.png new file mode 100644 index 00000000..1930d86c Binary files /dev/null and b/docs/8.0/ayanova/docs/img/control-send-email.png differ diff --git a/docs/8.0/ayanova/docs/vendors.md b/docs/8.0/ayanova/docs/vendors.md index 62e23d73..bc7adb81 100644 --- a/docs/8.0/ayanova/docs/vendors.md +++ b/docs/8.0/ayanova/docs/vendors.md @@ -8,15 +8,15 @@ Vendors are an important aspect of AyaNova as they save time during selection, t Vendors can be selected in AyaNova in the following places: -- [Purchase Order](inv-purchase-orders.md#vendor) -- [Customer Unit "Purchased from"](svc-units.md#purchased-from) -- [Unit model](svc-unit-models.md#unit-model-vendor) -- [User "Vendor"](adm-users.md#vendor) -- [Part "Manufacturer"](inv-parts.md#manufacturer) -- [Part "Wholesaler"](inv-parts.md#wholesaler) -- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler) -- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to) -- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via) +- [Purchase Order](inv-purchase-orders.md#vendor) +- [Customer Unit "Purchased from"](svc-units.md#purchased-from) +- [Unit model](svc-unit-models.md#unit-model-vendor) +- [User "Vendor"](adm-users.md#vendor) +- [Part "Manufacturer"](inv-parts.md#manufacturer) +- [Part "Wholesaler"](inv-parts.md#wholesaler) +- [Part "Alternative Wholesaler"](inv-parts.md#alternative-wholesaler) +- [Work order / Quote / PM item outside service "Vendor sent to"](svc-workorders.md#sent-to) +- [Work order / Quote / PM item outside service "Vendor sent via"](svc-workorders.md#sent-via) ## Authorization Roles required @@ -24,18 +24,18 @@ Many roles can _select_ this object on other records where approriate. Editing o Full access -- Accounting -- Business administration -- Service manager -- Inventory +- Accounting +- Business administration +- Service manager +- Inventory Read only access -- Business administration - restricted -- Service manager - restricted -- Service technician -- Sales -- Sales - restricted +- Business administration - restricted +- Service manager - restricted +- Service technician +- Sales +- Sales - restricted ## Import / Export @@ -45,9 +45,9 @@ Vendors can be [imported](adm-import-vendor.md) into AyaNova and [exported](ay-e Vendors are accessed in the following ways: -- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md) -- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected -- From any [data table](ay-start-form-data-tables.md) column showing vendors +- From the `Vendors` [navigation drawer](ay-start-form-overview.md#navigation-drawer) to open the Vendors [data table](ay-start-form-data-tables.md) +- By clicking on the [open record icon](ay-start-form-autocomplete.md#opening-selected-record) in any Vendor autocomplete list on any other form where vendors can be selected +- From any [data table](ay-start-form-data-tables.md) column showing vendors ## Vendor data table @@ -136,4 +136,12 @@ Standard AyaNova object [Address control](ay-start-common-controls.md#address). ### Menu options -The Vendor edit form contains the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options). +In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Vendor edit form also contains these options. + +#### Send email + +![send email](img/menu-item-send-email.png) + +Send an email directly to this vendor via the [AyaNova notification system](ops-notification-system.md) (alternatively you can send an email using your installed email software instead by clicking on the @ icon beside the email address). + +![control send email](img/control-send-email.png)