Your Planon application manager will configure preferences on orders to create pre-filtered lists in dialog boxes that you can open from within fields, for example the list of tradespeople in the External tradesperson field.

Similarly, defaults are preconfigured on orders to specify which tradespeople or coordinators, either internal or external, are presented to you as default values on the order's data section, as soon as you select a specific property, order group or trade for which these defaults have been registered.

Preferred or default tradespeople and coordinators are linked to either a trade or an order group.