Internal communications

• I can send internal instructions

  Sending Internal Instructions Start by navigating to the sales model and accessing the sales page. Alternatively, access the purchases Module and proceed to the purchases trading page. The steps outlined below apply to both scenarios. Step 1: Navigate to the desired model and access the corresponding page. ![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/6c935144-f28e-44d6-b505-d4658926e340/b96da900-d537-46a1-b49c-c7b72b24421d/images/9e81Some readers

External communications

• I 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://stoFew readers

• 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 havFew readers

• I can merge multiple documents to generate one PDF

  Merge docs to 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 readers

• I 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 andFew readers

• I 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

• I 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-0defc9_Few readers

Notes

• I can add a notes

  Creating 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

• 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 givFew readers

Tasks

• I can create and assign tasks

  Creating and Assignig 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 crSome readers

• I 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

  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 readers

• I can view, edit and resolve a flag

  View, Edit and Resolve 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 oFew readers