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Latest Update – 20.11.20

Global

Show Recently Viewed Items

Show Recently Viewed Items

Area We’re Addressing

During the course of a day customers often need to revisit the same job, financial document, note or contact, repeatedly.  This can be time-consuming and it would be helpful if a shortcut could be put in place.

What’s New

A new ‘Recent‘ button,  icon, displays the most recent items you’ve viewed.  Clicking on one will act as a shortcut, taking you straight back to the item you were looking at.

CRM

Incoming call Pop-up Improvements

Incoming call Pop-up Improvements

Area We’re Addressing

Since working from home has become a necessity for many of us, the incoming call popup feature has seen increased usage. In view of this, including additional information that would help a user when receiving an incoming call, would be appreciated.

What’s New

The popup now features the following additions:

  • If additional information has been added for a contact in the field ‘Extra info’, eg ‘Part-time worker Mon-Wed only’, this will be displayed in the Contact section beneath the address field. Where additional information has not been added, the field will not appear in the popup.
  • If the person has any populated custom fields, eg their LinkedIn address, it will be displayed as the last fields in the Person section. Again, where additional information has not been added, the field will not appear in the popup.
  • If the account is on stop, a red banner will be displayed at the top of the popup, detailing all information as to who put the account on stop, when and why.

Financial

Discount/Mark-up Improvements

Discount/Mark-up Improvements

Area We’re Addressing

Although customers can apply discounts or markups to individual lines using the hamburger icon, there is some confusion as to how it is then calculated. It would also be helpful if customers could apply the discount/markup to multiple financial lines using the ‘selected lines’ feature.

What’s New

When applying a discount/markup to an individual line item, the cost price, original selling price and selling price with added discount/markup, is shown to the user and amends in real-time. If multiple lines are selected, the first line is shown. Text explaining what the discount/markup is applied to is also displayed on the screen.

Line Items Against Contract Periods

Line Items Against Contract Periods

Area We’re Addressing

When a customer creates a contract it might mean adding hundreds of line items and so finding a way that they can be imported, rather than manually added, would be hugely helpful. These line items might also need to be subdivided so that the master contract is allocated to Head Office whilst invoices are issued to the appropriate sites.

What’s New

‘Line item behaviour’ options will allow users to identify new line items as either ‘Global contract line items’ or ‘Contact specific line items’ which are attributed to specific contacts via the use of the keyword, ‘Contact name’ in the line item description. Users can also choose whether to invoice to a single Contract destination eg Head Office or to different site contacts.

Additionally, line items can now be imported against a contract via a new icon ‘Import line items‘.

Aggregated Job Contract Invoicing

Aggregated Job Contract Invoicing

Area We’re Addressing

It would be useful to have a method of creating line items for jobs,  charged against contracts,  from which invoices could automatically be created periodically and which determine that period’s invoice value.

What’s New

When this invoicing method is selected, jobs are added which then create the line items.  The financial values of the line items then populate the details page of the contract and are totalled to create a contract value.  This total is divided by the frequency of invoices produced and the contract duration, to produce a periodic invoice value.

For example, if:

Contract value (total of jobs’ line items) = £70,000

Invoice frequency = monthly

Contract period = 36 months

The equation would be £70,000 ÷ 36 (ie 1 × 36)

resulting in an invoice value of £1944/month.

If 2 additional jobs are added at £1000 each, in month 34 (ie with £3888 as the current cost of the last 2 remaining months of the above example),  the result would be:

( £3888 + £2000 =) £5,888 ÷ 2 = £2944/month.

Templates

Rationalisation of Word Editor

Rationalisation of Word Editor

Area We’re Addressing

Thanks to the success of our BigChange Microsoft Word Add-In, it is now possible to create fantastic, design-led documentation.  However, performance errors can be created when users try to paste HTML code from MS Word into the editor instead of using the Add-In.

What’s New

To ensure error-free performance, users will be prevented from creating new templates using this type of HTML, or from making changes to existing templates which contain it.  Where users attempt to do so, one of the warnings below will display:

Existing templates which are not edited will continue to perform.

For more information, please read the Word Add-In article or the Templates article.

 

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Updated on 19th November 2020

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