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Latest Updates – 14.10.21

Contacts

Use of 'What Three Words' for Address

Use of ‘What Three Words’ for Address

Another fantastic idea from the portal.

Is your site or that of your customer in a new area or off the beaten track? It can be a nightmare to locate, can’t it?  Now you can use our What3Words integration and use it to pinpoint the exact location you need, wherever you are in the world.

Alerts Tab for Contacts

Alerts Tab for Contacts

Another fantastic idea from the portal.

Alerts that you send to customers are now stored against their contact record in the Alerts tab, perfect for providing evidence of correspondence when needed.

Job Finance

Quote 'Mark As Not Accepted'

Quote ‘Mark As Not Accepted’

Another fantastic idea from the portal.

Ever been so busy that you’ve clicked on the wrong Quote by mistake or need to change the outcome as a customer has changed their mind?  You can now do just that with our ‘Mark as not accepted‘ icon.  You can also add a brief additional note/reason if desired.

Preview PDF Document to the Customer

 Preview PDF Document to the Customer

Another fantastic idea from the portal.

There’s now an even simpler way of previewing your newly created financial documents, without even having to exit it first, the ‘Save and View‘ button

advisory icon

Please note, if you have Xero or Sage 50 integration, the button will not be available until the invoice has been saved and synced with the 3rd party

Hide Purchase Order Reference Until Approved

Hide Purchase Order Reference Until Approved

Another fantastic idea from the portal.

We always aim to help our customers achieve best practices in the simplest way. We’ve applied that to Purchase Orders by making the reference number hidden as a default position, although that can be manually changed should you wish.

My Account -> Administration -> Account Settings > “Purchase order reference is hidden until PO approved”.

Where the PO reference is hidden, a message will be displayed in place of the reference number, advising that the document approval is pending.

Template

Signature Keyword Formatting Option

Signature Keyword Formatting Option

Are you working on that perfect look for your documentation?  Image size can now be set for User signature and Job result signature, making it all that little bit easier.

Job Result Signature

My account > Administration > [Quick links menu] Templates > select template > [button] Insert Keyword > [tab] Jobs > [Section] Job result > Job result signature

User Signature

My account > Administration > [Quick links menu] Templates > select template > [button] Insert Keyword > [tab] Miscellaneous > [Section] Web user > User signature

Keywords: Ancestor Contacts Fields

Keywords: Ancestor Contacts Fields

Do you wish that you could contact Persons at different levels of a group organisation ie Parent, Grandparent, using template keywords?  Now you can, using brand new sections under Contacts: Parent contact person and Ancestor contact person.

My account > Administration > [Quick links] Templates > select template > [button] Insert keywords > [tab] Contacts

Notes

Turn Off 'Sales Opportunity Update' Notes

Turn Off ‘Sales Opportunity Update’ Notes

Another fantastic idea from the portal.

Do you love using Notes but want to ensure that the only ones created are essential?  Take control of your Sales opportunities notes by amending when they are created:

My Account > Administration > [side menu] Account Settings > [section] Website > Create note when sales opportunity is updated:

Settings can be yes/no. When the setting is set to ‘no’, and a sales opportunity is updated, the notes are not created automatically.

Schedule

Show Absences Pending Approval On Schedule

Show Absences Pending Approval On Schedule

Another fantastic idea from the portal.

Although you can clearly see when a resource has an approved absence, what about that pesky in-between stage when leave has been requested but not yet approved?  Problem solved!  Pending absence requests will now be indicated using diagonal lines, only becoming a solid colour version once approved.

A new role permission will allow those with approval to view the absence reason by hovering over the listing.

Resources

Refine Absence Types

Refine Absence Types

Another fantastic idea from the portal.

Ever wish that you could set up absence types that wouldn’t deduct from a resource’s holiday allowance? You can now!

Administration > My account >[side menu] Resources > Absence types

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Updated on 14th October 2021

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