admin/raven
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Browse Source
This commit is contained in:
John Cardinal
2022-12-07 00:16:06 +00:00
parent 17dfb481d7
commit 8711ab277d
2 changed files with 12 additions and 41 deletions
Download Patch File Download Diff File Expand all files Collapse all files

41
devdocs/todo.txt
View File

@@ -1,39 +1,2 @@
I am waiting for these three changes for now... Set up TO server for sportseffect as he is about to purchase and it's a good test anyway or maybe just do a random test one
for new key testing?
-----------------------------------------
I would like to make registering a new customer easier and something I could do easily. First, I could select a free work time from the calendar, after which I could go to select the client and write the client's name or initials, then if it is not found in the database, I could use the button next to it to add the client to the database, after which I could go back to the work order and fill it in and, after saving, back to the calendar.
We have talked about this topic before....
Yes that's correct, we will be looking into improving that flow still.
- John
On Fri, Nov 11, 2022, at 9:49 AM, ATK- ja RTV- Huolto Kaarakainen wrote:
if I understood correctly, I still can't search first whether the customer is already in the database or whether the customer is new.
I should be able to create a new customer on the work order page when I first search to see if the customer exists
After that I should easily get back to the schedule page.
----------------------------------------------
Could the "Summary" of the work order appear under the name in schedule page?
I can't get a new client to work with Schedule either.
The work order is not saved if I go to create a new customer and return to the work order page
-----------------------------------------------------
Hello, I just checked into the case 4154 I made for your SMS requested feature and it is being triaged, it's status has changed to pending more information as a developer has examined it recently.
There are some questions entered in the case to ask you:
- Ask if they would use this as the *only* email address for this customer for all Notification messages or as an additional feature in *addition* to the regular email address of the Customer.
- If this is an additional contact method, which method would the AyaNova notification system use, both or in some way selectable by the User for each customer to indicate which one to use or some other method?
- The attached image looks like this feature would be used to send a direct message immediately from the Customer record form; is that feature part of this request in addition to the regular AyaNova notifications sent via this method?

12
docs/8.0/ayanova/docs/tour-bootstrap-configure.md
View File

@@ -134,16 +134,24 @@ AyaNova is safe and secure and uses a reliable database server but there's alway
A properly implemented backup system can have you back up and running quickly with minimal interruption. A properly implemented backup system can have you back up and running quickly with minimal interruption.
There is no difference in backup requirements between a self-hosted "perpetual" AyaNova installation and a "subscription" hosted AyaNova service, these steps apply in both cases.
We have a full [backup guide](ops-form-backup.md) that covers how to set up the backup and best practices to follow to ensure you don't lose your data. We have a full [backup guide](ops-form-backup.md) that covers how to set up the backup and best practices to follow to ensure you don't lose your data.
Read that guide to learn important safety precautions such as why it's not good enough to setup an automated backup and forget about it, the data **must be stored off-site**. Read that guide to learn important safety precautions such as why it's not good enough to setup an automated backup and forget about it, the data **must be stored off-site**.
Regardless of whether you have a self installed instance of AyaNova you are running on premise or if you are using AyaNova as a subscription service you must implement a proper, safe backup system.
Also be sure to read and follow the important [advice regarding setting up](ops-form-backup.md#assign-a-staff-member-the-operations---restricted-role) a regular non technical staff member with the `Operations - restricted` Role. Also be sure to read and follow the important [advice regarding setting up](ops-form-backup.md#assign-a-staff-member-the-operations---restricted-role) a regular non technical staff member with the `Operations - restricted` Role.
Once this step is completed and you are confident your backup process is in place and your data secure it's safe to proceed. Once this step is completed and you are confident your backup process is in place and your data secure it's safe to proceed.
### Do I still need to backup even if I use AyaNova as a subscription service?
Yes! Accidents can happen. You must set up a backup routine and regularly download a copy of your backup for safe storage in your own custody.
We strongly recommend you read our [backup guide](ops-form-backup.md) and follow the best practices outlined there to ensure the safety of your data.
We do not maintain a separate copy of your backup; it is your responsibility to ensure you have a recent copy of your backup available to provide to us should it ever be required to be restored.
## 7\. Create tax codes ## 7\. Create tax codes
Optional step but generally necessary for most service businesses using AyaNova. Optional step but generally necessary for most service businesses using AyaNova.