ERP - Core

Service Manager Mobile compatibility with Android

MAPI function missing from Crystal Reports

Error: 'Cannot alter the login' when changing a user's password

Report does not print to screen, printer or file

Unable to release a PPM job or call

Calls with a status of 'Unknown'

Install the latest version of Service Manager

Amend a Crystal report

Van parts quantity on tablet does not match the system

Call missing from Despatch Call screen

Not all reports available to print

Stock levels incorrect, physicals not matching movements and adjustments

Application freezes when attempting to log in for all users

Closed calls with parts still allocated that should be marked as delivered instead

New contract dates not showing to the end of the month

End a user session from a hosted environment

Purchase orders not generating automatically on repeated site visits

Clear multi-user flags

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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