In this article you will find:
New features
βFeature improvements and changes
βUsability improvements and changes
βMinor changes and bug fixes
β
New features
Job and Quote types now support 1-to-1 custom field associations
Building on existing functionality currently available in our Asset, Site and Problem modules it is now possible to associate different custom fields to different Job or Quote types, thereby increasing the overall usefulness of types
This functionality leverages all new interfaces as detailed in the Feature improvements section below
How does this affect existing types? All existing Job or Quote types will be unaffected, with all existing custom field associations retained
How does this affect existing Jobs or Quotes? All existing Jobs and Quotes will be unaffected, with all existing custom fields and custom field data retained
Feature improvements and changes
Significant work is underway to phase out all remaining Adobe Flash based areas of the application, and this release includes several areas that have been replaced, each of which benefits from new interfaces and significantly improved usability
All job configuration areas, including the management of Job types, priorities, lifecycles and custom fields
All quote configuration areas, including the management of Quote types and custom fields
Customer custom field configuration
All template configuration areas, including Export templates, Message templates and Charge templates
The task and sub-task libraries
The inventory library
Please note that configuring custom fields in Prism mode has now been removed
All Library areas have moved into Settings (thereby removing the Libraries menu item), including
Tasks and sub-tasks
Inventory
Maintenance schedules (this remains Flash based for now)
Usability improvements and changes
Several minor usability improvements have been made to problem management, notably the inclusion of dialogs and warnings to assist with and minimise risk when modifying problem type configuration
Empty date / time fields will now pre-fill to the current date and time when edited
Several UI tweaks have been implemented to improve the experience of composing and sending emails
Settings areas that required unique names are now pre-validated so you don't have to save before identifying whether the name is available
Minor changes and bug fixes
Region searches are more effectively cleared when closing the main menu region selector
Several holiday configuration bugs have been fixed
Editing default rates no longer throws an error
It's no longer possible to generate duplicate ID's for Sites and Assets
'Procured Cost' has been renamed to 'Purchase cost' in advanced exports, now matching the rest of the application
Decimal place error has been fixed for 'Purchase cost' in advanced exports
Exporting certain quote columns no longer throws an error
Workforce exports now include multiple trades
Asset exports now include assets that are not nested under a site
Job automation rules that leverage the 'Subject starts with' condition now save correctly
Job insights tab now correctly displays completed data
Editing the job owner field no longer throws an error if they were missing an avatar
Cleared date / time fields when editing a job now saves correctly
Editing job tasks where the task template no longer matches the task should no longer display unreadable text
Creating a follow on job from legacy jobs no longer throws an error