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Latest Update 11.03.21

Notes

Prioritisation of Notes

Prioritisation of Notes

Area We are Addressing

Notes are a much-loved feature within JobWatch but customer experience could be improved if there was a simple way to allocate priorities to them.

What’s New

A new section has been created in Administration to allow you to create different priority types or levels which can then be used to form part of sets, eg for Customer Service or Sales.  Navigate: My Account > Administration > [side menu] Contacts & Notes > Note priorities.  You can set up priority options for each Note type, as well as the order they appear in and the default priority.

Attribute these Note priorities to a Note priorities set:

You can now open a Note type, add a Priorities set and then set permissions allowing only those with specific Web User roles to update the priorities of the Note type.  Navigate: My Account > Administration > [side menu] Contacts & Notes > Note types> Select Note type > [Field] Role able to edit priority.  

When a new priority is added, the event will appear in User events: My Account > Administration > [side menu] User events.

The note priority can be shown as a sortable column in the Notes list view and is a filter option. In addition, this column will be a new option on blueprint exports.

Jobs

Add/Update Job Filters To Other Entities

Add/Update Job Filters To Other Entities

Area We are Addressing

When viewing jobs against a contract there are a significant number of filters, however, these filters aren’t currently available in other areas of JobWatch.

What’s New

The filters which are shown in job groups are now also available in the following areas:

1. Jobs from within contacts – note that in this area a Display/Hide additional filters button has been added.2. Jobs from within sales opportunities.
3. Job groups are updated to include the missing filters that are shown in contracts.

Schedule

Automatic Document Sending - Set Sender's Name

Automatic Document Sending – Set Sender’s Name

Area We are Addressing

When setting up automatic document sending, an email address can be specified for white labelling but not a sender’s name.

What’s New

When setting up automatic document sending, a new field, ‘Sender’s name‘, is now available. My account > Administration > [side menu] Schedule > Job type > Add/Edit Job type > [tab] Documents > Add > [Field] Sender’s name. :


When an email appears in a recipient’s inbox it will then include the Sender’s name:

Settings

Allow Selection of UTC as User's Time Zone

Allow Selection of UTC as User’s Time Zone

Area We are Addressing

Web Services behave as though they are a User and the selected user’s time zone is returned in the response.  If the response needs to be displayed in UTC (Coordinated Universal Time), there is no easy way of achieving this.

What’s New

In My account > My Settings > [section] Units > [Field] Time Zone there is now an option of UTC in the dropdown menu:

CRM

Adding a Last Updated Column when viewing List View of CRM > Knowledge Base

Adding a Last Updated Column when viewing List View of CRM > Knowledge Base

Area We are Addressing

For customers who use the Knowledge Base, the only way to tell when an article was last updated is by opening it.  It would be helpful if there was a more user-friendly method available.

What’s New

A new sortable column,  ‘Updated‘, shows the date when an article was last edited.

Vehicles

Increase Length For Registration Field

Increase Length For Registration Field

Area We are Addressing

Assets are named and categorised by their registrations, however, some customers use the system to conduct ‘vehicle checks’ on plant and machinery whenever it is being used in agriculture. Some of these machines are not legal for road usage and therefore do not have standard registration numbers.

What’s New

The character limit for Registration has now been increased to 50 to allow for this usage.

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Updated on 16th March 2021

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