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Latest Update – 21.04.21

RoadCrew

Ideas Portal

Ideas Portal

Area We are Addressing

Customers love using our system and have some great ideas on how it could be improved. It would be fantastic if we could find a way to gauge how popular individual ideas would be for the majority of users.

What’s New

We have a new ideas portal that replaces the suggestion notes, allowing you to create ideas and vote on others.

As a User, you can create an idea or vote on ones posted by others.

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Other users are more likely to upvote ideas that solve challenges that they also face, rather than those which relate to a bespoke process.

CRM

Select multiple contact groups on CRM filter

Select Multiple Contact Groups on CRM Filter

Area We are Addressing

When filtering groups of contacts in their CRM, users can select to filter either a single group name or ‘Any groups’ in the Group field but not several specified groups at once.

What’s New

Checkboxes have been added which allow users to select which groups they wish to view, save their selection in ‘Favourite Views’ and filter them on CSV exports.

Job Automation

Add Order Number To Job Automation

Add Order Number To Job Automation

Area We are Addressing

There is currently no way of copying the order number over when setting up job automation.

What’s New

Navigate: My account > Administration > [Quick links menu] Manage job types > select job type > [tab] Automation. In the ‘Field mapping‘ section, a new option of ‘Order number‘ has been added.

Where ‘yes‘ is selected, the order number is copied from the original job to the new job.

Import

Limit Job Group Import From Template

Limit Job Group Import From Template

Area We are Addressing

System performance can be impeded when extremely large job groups are imported from a template.

What’s New

A temporary limit of 500 rows has been placed upon the ‘import job group from template.’ Where this number is exceeded, the message ‘Only 500 job groups from templates can be imported at a time,‘ will be displayed.  Users can, of course, run an additional import for the additional rows.

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Updated on 4th May 2021

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