External communications
I can preview documents before attaching them to external communications
Date: January 26, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI 2. Go inside an operation (purchase or sale) and click on the paper plane icon "Send" This applies as well in the Containers/Trucks page or in the Shipment page after havSome readersI can connect my email account with Jules to send external emails
Creation Date: March 13, 2023 Created By: Akhil Vanjani View most recent version on Tango.us 1. Go to Jules AI 2. Click on "Notify" "External comm." You can do this from "Purchase", "Sale", "Trucks/Containers" and "Shipments" pages (https://stoSome readersI can view external communication history (emails)
Creation Date: January 22, 2023 Created By: Akhil Vanjani View most recent version on Tango 1. Go to Jules AI 2. Go to the "Logistics" menu and click on "Shipments" (https://storage.crisp.chat/users/helpdesk/website/53f3219f0132e800/eb2dec09-6a50-4590-8f8b-0defc9Some readersI can send external communications
Date: January 17, 2023 Author: Akhil Vanjani Source: Tango 1. Go to Jules AI 2. Go in the Purchase or Sale page and then select the order for which you want to initiate external communication You can select purchase or sale order. It works also for containers andSome readersI can merge multiple documents to generate one PDF
Learn how to merge multiple documents into a single PDF using Jules in this guide. Step 1: Select the desired shipment. Step 2: Initiate the email sending process. (https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/646Few readersI can attach documents to external communications
This feature is available from "Purchase" page "Sale" page "Trucks/Containers" page for one or multiple elements "Shipments" page for one or multiple elements Date: January 25, 2023 Author: Jean-Philippe Boul Source: Tango 1. Go to Jules AI (https://demo.haroldwaste.com/sFew readers
Notes
I can edit and delete a notes
You can add a note from The note page Dedicated note list in the purchase or sale pages or in site pages Creation Date: March 2, 2023 Created By: Jean-Philippe Boul View most recent version on Tango 1. Go to Jules AI 2. When you are in any givSome readersI can add a notes
Explore the functionality of the notes feature in Jules with this comprehensive guide. Start with the basics: Step 1: Navigate to the notes page. Step 2: Use the filters to view specific notes. (https://usercontent.clueso.io/0affecff-6113-Some readers
Tasks
I can create and assign tasks
This tutorial provides a comprehensive guide on how to use the tasks feature in Jules. Start by navigating to the tasks page. The tasks page comprises three tabs: All tasks, My tasks, and Assigned tasks. The All tasks tab displays every task crPopularI can edit and delete a task
Creation Date: Mar 02, 2023 Created By: Jean-Philippe Boul View most recent version 1. Access the 'Task' page and click on the pencil icon to edit Alternatively, you can also edit task from the 'Task' tab of purchase, sale, load, and shipments (https://storage.crisp.chat/users/helpdesk/website/9d42464eb5284000/b45acFew readers
Flags
I can add and resolve a flag
Flags are accessible at different levels Container/Truck Shipment Allocation Purchase/Sale Flags can be used to inform and warn other team members that something important happened, something they should pay attention to (ex: a booking was canceled) Flags follow a logic where if a parent object (for instance shipment is a parent object of a container that is part of this shipmSome readersI can view, edit and resolve a flag
Flags are accessible at different levels Container/Truck Shipment Purchase/Sale Allocations Flags can be used to inform and warn other team members that something important happened, something they should pay attention to (ex: a booking was canceled) Flags follow a logic where if a parent object (for instance shipment is a parent object of a container that is part oSome readers