New and improved
Activity workspace
A dedicated activity workspace has been added to the Jobs area, including the ability to
Explore activities by their
Name
,ID
,Reference
, orStatus
, amongst other filtersRelated project, job, asset
Create and manage views, with configured columns and filters
Inspect and action activities directly from the workspace
Update activities in bulk, including the following actions
Change result
,Reject
orReset
Update financials
Update quantity
Delete
If you would like to use the feature and require further information, please reach out to customer support.
Workspace exports and export history
The workspace export area, i.e. Jobs > Export, has been rejigged into two sub sections
Saved
When configuring an export, there is now an option to save that configuration for re-use at a later date
Previously, all exports were effectively saved, which created unwieldy lists that were hard to navigate
History
Whether saved or not, when an export is run, it is now visible in the history area
Each history record now also includes a direct link to the export itself, in case the original email or output has been lost
Each history record can also be re-run if required
The Jobs export area now also includes an
Activity (library)
filter, which will filter the list of exported jobs to those that feature one or more of the specified activities
Bulk actions
New bulk actions have been added to several workspaces
Change
Reference
, available onJobs
Quotes
Assets
Change
Priority
, available onJobs
Change
Alternate contact
, available onJobs
Quotes
Change
Requestor
, available onJobs
Quotes
Change
Owner
, available onJobs
Quotes
Assets
Change Custom fields, available on
Jobs (Available previously)
Quotes
Assets
Other
An optional
Location address
column has been added to the Assets workspaceAn optional
Asset
filter has been added to the Jobs workspace, which filters the list of jobs to those which have an activity related to the specified assetWhen inspecting an asset, an
Explore
action has been added which opens the Jobs explorer in a new tab, with the newAsset
filter pre-appliedWhen creating an asset, the
Type
selector is now hierarchicalProject history has been expanded to include comparable level of detail to other entities
Notifications can now be configured to send to the entity creator via automation rules, i.e. the person who created a job
Notifications can now be configured to send to users who are unassigned from jobs and visits
Bug fixes
Empty issued date on new quotes and invoices has been resolved
Empty jobs list on non-assignable contractors has been resolved
Inability to configure a job automation rule with a
status
condition has been resolvedInability to use region data in message template custom field variables has been resolved
An error thrown when importing customers with a mobile phone number has been resolved
Sub-regions are now deleted when their parent regions are deleted
Download all action on the attachment viewer now downloads all files instead of only the first
The move option has been removed from activities in the library