July 2020

July 08

Enabled ability to access a Job directly from the Invoices window. The Job number is selectable and will open the Job as a pop up window. 

Enhancement

July 08

Added the Total Number of Pallets to the Agenda Screen as an column option to show

Enhancement

July 08

Developed Quote Import ability for Winner Design

Enhancement

July 08

Bugfix for ensuring that the notes field inside quotes, always shows, even on first load

Bugfix

July 08

Bugfix for the Capacity Planning panel which sometimes wasn’t showing particular items.

Bugfix

July 15

Enabled the ability to have Multiple Lead Types.

Enhancement

July 15

Bugfix for the rare occasion where when clicking on an Availability Chart item, after clicking the “Add More” function, in a Purchase Order for a specific Job, and the new item was ordered to Stock, and not the Job.

Bugfix

July 15

Added an Information Box to the Lead and Job Files, in the Mods Column.

Usability

July 15

Bugfix for exporting Raw Materials from a Quote, where lines were being duplicated in certain circumstances.

Bugfix

July 15

Ability to run a Raw Materials Report from the Quote, including all details and quantity of each material.

Enhancement

July 22

Bugfix for adding items to a Purchase Order from the Availability Chart Item list.

Bugfix

July 22

Bugfix for Email Triggers, ensuring that the contact person in the email is the one for the related Job, not the default one for the customer.

Bugfix

July 22

Bugfix for duplicating Quote Presets that have sections within them.

Bugfix

July 22

Adding “Select All” feature to the Raw Materials Export.

Enhancement

July 22

Bugfix for Jobs not getting the Lead Value when being automatically created.

Bugfix

July 22

Added a config variable to dictate how an Availability Chart Item displays in Spec Sheets,

Enhancement

July 22

Bugfix for the Filesystem, when uploading a file and no folder exists.

Bugfix

July 22

Added a dropdown option inside Purchase Orders, to allow the user to select whether or not they want to see Purchase Order Items from other jobs, to ‘Add More’ to the existing Purchase Order.

Enhancement

July 22

Bugfix for searching in the Leads panel, where very occasionally it was failing.

Bugfix

July 22

Bugfix for searching a single field in the Jobs panel.

Bugfix

July 22

Added all fields (including the Availability Chart Item Unit Price) as options to show in the availability chart grid, when adding a Job Raw Material.

Usability

July 22

Returning File “Last Modified”column to Job/Lead Files and only for filesystems that support it

Usability

July 29

Bugfix for Job Operations with deleted target dates occasionally showing in the Target Calendar.  

Bugfix

July 29

Bugfix for Lead target dates being updated when they had previously been marked completed.

Bugfix

July 29

Added the config variable to control updating the Availability Chart from the Job Raw Materials.  

Usability

July 29

Added Project Name column option to Purchase Orders grid.

Usability

July 29

Added Project Name column option to Invoices grid.

Usability

July 29

Created PARTIAL_INVOICE_REFERENCE_PREFILL_TEMPLATE config variable.

Enhancement

July 29

Enabled use of special characters when creating Customer Sources.

Usability

July 29

Bugfix for multiple Job numbers not displaying when an Invoice is generated from a Purchase Order that covers more than 1 Job.

Bugfix