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Latest Update – 05.02.21

Finance

Predefined Invoice Item Sets Enhancements

Predefined Invoice Item Sets Enhancements

Area We are Addressing

The ‘sets’ feature for predefined invoice items has proven extremely popular.  It would be great to build on this success by enabling customers to personalise this feature, allowing them to create a ‘bill of materials’.

What’s New

The following customer requirements have been addressed:

  • I need varying numbers of individual predefined invoicing items for different job types.

You can now set the required quantity of each predefined invoice item for each set, meaning that no manual adjustment will be necessary on your documentation.

  • I’d like to be able to import sets in a way which retains the order, set name, quantity, etc.

Users can import sets against predefined invoice item sets.

CRM

Increasing Visibility of On Stop Reason

Increasing Visibility of On Stop Reason

Area We are Addressing

The ‘On Stop Reason’ against a Contact is currently displayed in a single line, meaning that where text exceeds that, the user needs to scroll through to view the remaining information.

What’s New

The box has now been extended, allowing users to see all information entered in this field.

Templates

Resource Custom Fields on Templates

Resource Custom Fields on Templates

Area We’re Addressing

Templates are one of our most widely-used features, allowing customers to personalise documents and emails and add important information against custom fields. However, they can’t currently add Resource custom field information into templates.

What’s New

A new keyword of ‘Custom field‘ has been added, navigate: My account > Administration > [Quick links] Templates > select/add > Keywords > [tab] Jobs > Job’s Resource

Selecting this presents a popup with a dropdown menu:

This works in both online and word templates.

Global

Link to BigChange University on RoadCrew Tab

Area We are Addressing

Customers love to attend and view the BigChange University but don’t always know how/where to book in.

What’s New

A new field has been added to the RoadCrew tab which takes you directly to the booking page https://www.bigchange.com/bigchange-university/

Withdrawal of Support of Internet Explorer

Withdrawal of Support for Internet Explorer

Area We are Addressing

Microsoft is withdrawing support for Internet Explorer meaning BigChange can no longer support it.

What’s New

BigChange has not supported earlier versions of Internet Explorer for a number of years but this will now apply to all versions. A warning bar will be displayed when a User accesses any version of Internet Explorer, advising them that the site may not function correctly.

Exports

Set Export Separator

Set Export Separator

Area We’re Addressing

It would be helpful if users could determine their preferred separator for Excel reports. For example, Excel customers in France use a semi-colon on exports, rather than the comma used in the UK.

What’s New

In My Account > My Settings > Units there is a new option that allows you to set the separator. This will be set by default to a comma for all UK customers and a semi-colon for French customers.

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Updated on 5th February 2021

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