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Latest Update 25.09.20

Templates

Set Image Size for Templates

Set Image Size for Templates

Area We’re Addressing

Customers love having the ability to create their own templates, both through the online editor and via the Word Add-In.  However, they would like the option to set the size parameters of inserted images, in the way that they can with Job cards.

What’s New

A new field appears ‘Photo width’ appears when adding a Worksheet question involving a photo, which allows you to amend the width of the image in cm. The height will be configured automatically, to maintain the image ratio.

Navigate: My account > Administration > [Quick links menu] General account Settings > [side menu] Templates > Select Add/Edit > Insert Keyword > [tab] Jobs >  [sub menu] Worksheet question

Favourite Views

Set Owner/Creator

Set Owner/Creator

Area We’re Addressing

The bookmarking favourites feature has received a fantastic customer response. We have received requests that a new field(s) be created as a way of adding a current web user as the ‘owner’ and/or creator of a global view.

What’s New

When saving a global view against either a Note or a Sales Opportunity,  new fields appear: either Note creator and Note owner or Owner.  Users can leave blank to complete as per the filter or tick to save as the logged in Web User:

Administration

Merge Contacts

Merge Contacts

Area We’re Addressing

Users may accidentally create more than one CRM entry for the same contact, which over time has considerable data logged against them, ie jobs, notes, etc.  To ensure that ‘clean data’ is kept, customers may wish to remove the duplicate and relocate all items stored against this contact to another one.

What’s New

In the ‘entity data fix’ option (My account > Administration > [Quick links menu] General account Settings > [side menu] Entity Data Fix) there is an additional type ‘All Contact Entities‘.

  • There are two reference fields:
    1. ‘Contact Reference To Take Items From’
    2. ‘Contact Reference To Move Items To’

ie choose one of the existing CRM contacts which will be absorbed and removed (1)  and one which will remain (2).

  • Click on the eye symbol next to each reference to open and confirm that each contact is correct.
  • Select which of the different sub-entities you wish to be moved i.e. move all jobs, financial documents (including contracts and sales opportunities), notes, attachments, mail, persons, stock/equipment.
  • Once confirmed, a popup will appear asking for final confirmation of the actions you have selected: ‘Items listed above will be moved from {Duplicated ContactName} to {Original ContactName}. Do you wish to continue?

NB: The duplicate Contact will not be automatically deleted to allow users to check that the information has been copied successfully.  When contacts are merged, the changes to each individual item will be logged in the user events.

Templates

Linked Job Groups Keywords

Linked Job Groups Keywords

Area We’re Addressing

Customers would benefit from the option of including linked job group, or standard job group information when creating Templates.

What’s New

A series of new keywords have been added to facilitate this:

Device – Worksheet List

Apply Default Answer Worksheet List

Apply Default Answer Worksheet List

Area We’re Addressing

When we released version 5.12 of the JobWatch app, it allowed resources to apply default worksheet answers with a single button click, either on individual Worksheets or from the Worksheet list.

What’s New

A new setting against resources allows Administrators to restrict whether or not this feature is available on the Worksheet list.

Please note, this will only function with Android version 5.13, soon to be released.

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Updated on 24th September 2020

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