Video-Anleitung
Überblick
A reference point connects a submission directly to the entity it belongs to. This allows you to group and view all reports related to a specific customer, property, or asset in one place.
Schritt für Schritt
Select the Reference Type
Define what the submission relates to—such as a customer, a property, or an asset from your database.
Assign the Reference
Select the appropriate entry as your reference point, either while filling out the form or afterwards. This ensures the submission is clearly linked.
View History
Access the reference point to see all associated submissions grouped together—perfect for tracking the service history of an asset or customer.
Link Consistently
Assign a reference point to every submission. The more consistently you do this, the faster you will find the right documents later.