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Some short guides about the basic functions of Sengerio
Manage numerical series
Sengerio allows you to manage independent numerical series for quotations, bookings, invoices and credit notes. This article will use, as an example, an invoice, but all the series works in the same way. To manage the numerical series of an invoice, open an invoice in creation, access the list of Series from the same field on the right and click the pencil icon. In the window, click the
Manage pages of a list
To change the number of visible elements in a list or to scroll through the various pages, use the page tool in the top right. Chose the number of rows among 25, 50, 100, 250, and 500 and scroll through the pages by clicking on the arrows. Go directly to the first or last page by selecting the corresponding word. !(https://storage.crisp.chat/
Select a customer or supplier
Inside Sengerio, there are many different points where it is necessary to set up a customer or a supplier, for example a quotation or a booking. To select one, click on the corresponding field. At this point, start to write one piece of information of the business partner who you are searching, for example, the name, code or address. Sengerio will suggest in real time all the busi
Upload an attachment
Within Sengerio, there are several points in which you can upload files as attachments. within a form, such as an invoice, access by the tab Attachments in the notes and entered payments in Sengerio, click on Attachments, in grey. In both cases, the next step is to click on the icon of the **light blue f
Sort data in a list
To sort a list for a specific column, click on its heading and the sort is automatically applied. To alternate between ascending and descending order click again. Alternatively, click the grey arrow that appears hovering over the heading and select Sort Ascending or Sort Descending. A column with sort applied is recognized by the arrow (up or down) right after
Restore default settings
To restore default settings for a specific grid, access its menu and select the word Default Settings. The column order, size and choice of which to show and hide are returned to the original conditions of the software. Selecting the word Default Settings from the menu of a form restores the initial conditions of all of the grids within that form. The change is implemented by the system do
Lists and elements management
To use the lists, you just have to click on the grey down arrow that is present in some fields. Almost all of the lists can be modified. See the example of the Vehicle Typology. Once open, open the elements management window by clicking the pencil icon. Add or remove items to the list using the + button or the trash can in the menu. Edit the values by clicking on the field of a row. Sa
Recover lost password
If you forgot the password, you can ask Sengerio for a new one. Click on the Forgotten password? link on the login page. Insert the email that you use to login to Sengerio and click Continue. You will be sent a new password to the same address.
Manage list columns
To change the position of a column, drag it by the heading and place it where you prefer with respect to the other columns, or drag the right edge to expand or make smaller. Clicking twice on the right edge of a column its width will be setted automatically to contain its own title. When you move a column, it keeps its original dimensions. Keep in mind that some specific grids don’t allow this modification to the columns. Manage list columns(https://storage.crisp.chat/users/helpdesk/
Scroll from one form to the next or the previous
To go, for example, from a booking to the previous one or the next one, just use the arrows that you find in the top right of your reservation. You can also go directly to the first or last. If there are unsaved changes, you can’t scroll before saving or discarding them.
Update a form or list
To update a form, such as a booking, or a list, go to its menu and click on the word Update. In the case of unsaved changes, a notification window allows you to save them, cancel them, or to wait by clicking on the x.
Read the Sengerio news
Every time you access the software, the first page that you see is News. This way, you can always see in a second if there is news. To read the news at any time, click at the top right on the Home button.
Configure a link to your site
Click on the Road icon in the main menu and then on Requests from site. Open the menu and click on Link to my website. In the window, select the language in which you want the user to view the quote request form and click on the text to select it. Of course, you can create multiple links in differ
Use the filters on the lists
To filter the values of a list, relative to one or more specific fields, hover the mouse on the heading of the columns that you want, click the on the grey arrow that appears in the right and select Filters. Use the filters on the lists Every column has its own specific filter according to the type of field that it contains (numerical, textual, data or the value of a lis
Ask for support to the Sengerio team
If you are working on Sengerio and you need help using one of the tools of the application, or if you need to ask us anything, you can use the chat integrated in Sengerio. If you are using Sengerio from from a computer or a tablet To open the chat click on the balloon icon in the bottom left. Or click on the question mark icon on the side menu and on Contact Sengerio. !(https://
To modify privileges in the various points of the software, you must be a user of type Superuser. Go to the part of the application where you want to modify the privileges, access the menu and click on the word Privileges. In the privileges window, chose a role and specify all of the actions that you want to allow or not allow to the users who have this role. !(https://storage.crisp.ch
Sengerio supplies some keyboard shortcuts to perform certain actions. Save Instead of clicking on the save button, you can simultaneously press CTRL and S. Closing Instead of clicking on Close (or on the X in the top right of the window), you can simultaneously press CTRL and Q.
Print or export the contents of a grid to Excel
To print or export the contents of a grid to Excel, access its menu and select the word Print or Export to Excel. The printed or exported data correspond to the rows and columns visible in the software at the time of the print or export. Before completing the operation, you will be asked to confirm the number of rows that you are exporting. !(https://storage.crisp.chat/users/helpdesk/website/c5
Delete an item from a list or an entire form
To delete an element from a list: select the corresponding row and click on the word Delete in the menu. click the button with the trash icon under the grid, if present. If the selected row is being created, it is immediately deleted. Otherwise you have to save to complete the operation. To delete
Use the quick search tool
Wherever you are working on the system, use the Sengerio quick search tool (on the top left) to find in a second bookings, quotations, invoices or other operators, without losing the focus of your work by moving in a different section of the application. To select which type of object you are looking for just click on it in the list. !(https://storage.crisp.chat/users/helpdesk/website/c5a2