Loading

Edit the profile settings

You can map the [Profile settings] of the customer to job ticket items. When the customer submits a job, the job ticket items automatically receive the data from the [Profile settings]. The available profile attributes are fixed and cannot be changed.

  • If the profile attribute contains a value, the associated job ticket item is filled in automatically. The customer cannot change the job ticket item.

  • If the profile attribute does not contain a value, the associated job ticket item is left empty. The customer must define the value of the job ticket item.

  • If you deselect a profile attribute, the customer must define the value of the job ticket item.

[User profile]

  1. Click [User management] - [Users] - [User profile].

  2. Enable the profile settings that you want to use. The profile settings are available in the left-hand side of the dialogue.

  3. Assign each profile attribute to a job ticket item.

    Click the drop-down list and select a job ticket item. The ticket item receives the value of the profile attribute when the customer creates a job.

  4. Click [Save].