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Cobria
Planning
Planning
Is there a way to track client communication regarding a specific Intervention?
How do I attach technical documents or manuals to an Intervention?
Can I add technical notes or descriptions to an Intervention?
How do I distinguish an Intervention from an Appointment on the calendar?
Can an Intervention span multiple days?
What information is required to set up an Intervention?
How do I create a new "Intervention" event?
How do I create a quote from a planned event?
Where can I see the history of emails sent for a specific event?
Can I send automated confirmation emails to clients?
What is the "Ask Max" button in the description area?
How do I attach files to an event?
Can I add a physical address to my appointments?
Can I track the status of my events?
How do I edit or delete an existing event?
What is the difference between an "Appointment" and an "Intervention"?
How do I create a new event?
How do I navigate to different dates on the calendar?
How can I change the calendar display view?
What is the primary purpose of the Planning module?
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