Service Request
Change client on Service Request: Allow search on poscode.
Small improvements to Service Request layout page to improve usability
Systems
System (part) movement updates its owner information
Generate Service Request from Quote. Incident categories are copied of the defaults set for that client
Parts movement (move to warehouse; move to client) should use only one pop-up, rather than multiple
Client Portal
File attachment security on client interface. Checkbox Options to Show client, company-wide, group-wide
Imports
Client Import: Trading as, name code, Project Role, Trading As, Default Team and Default Consultant (in Service tab) to be added to client import
Catalogue item import: Importer enhanced to all fields on Catalogue Item screen
Expense Claims
Make it possible to change the SR an expense claim line item links to
Client tabs Interface Improvement
Grouping by business area. This reduces horizontal scrolling, and simplifies it for users who don’t use all functions.
Financials
Multiple month income statement performance improved for large selections, like 12 months.
Projects
SR Custom fields on project tasks. These are specified under the tab Categorisation & Custom Fields. Not available on Template Tasks yet.
Repeated project tasks – don’t get wait task details
Sales Orders
SO number in search
Sales
Subtotals on View Pipeline function in Pulse. Shown under the opportunity list in each Stage
Opportunity page. Referred by field mandatory. Settable by configs
Opportunities Front Page Dashlet allows more control over sorting by clicking on headings, and flitering using drop-downs
Disable automatic sales task creation. Controlled by config variable.
Advanced Quotes
Advanced quote. Line numbers can be used to change the order of line items on the quotation
Advanced quote discounts per line. Also allow disabling of discount.
New field Term on quotes (Rental term in months). Advanced quote only
Scheduler
Scheduler in dashlet. only see your own events
Improved remote linking
Enable remote hyperlinking into a specific client in Pulse. This is called using https://
Catalogue Items
Make and model on catalogue item view
When copying catalogue item descriptors, allow better filtering using a drop-down for catalogue item type.
Copy Catalogue Item Descriptor function. Filter added
Consultant availability
uUpdated based on what is in their schedule. Done by agent. Event Offering needs to have a setting of ConsultantAvailabliltyStatus. User new config for default consultant status. Switched on using config variable
Contract Templates
Printer-friendly link to SRS report on Contract. config default contract merge template field on contract table default (add), load and save printer icon and redirect to SRS. Controlled by config variable.
