Release Notes 20.02
| Admin | ||
Bug |
Some of our users have some variables associated with a Project Type that allow them to perform some more comprehensive financial reporting. We have added the settings for runrate, indirectsalary, costofsales, and sga into the Allocation Editor - in Admin Options.
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G919
19.11.05
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Bug |
We've made an alteration to the dropdown for services when adding them to a custom ratecard. Previously if there was no nominal code for this service in the "first" ratecard, then the service wouldn't show in the custom ratecard dropdown. We've altered this now, so that all services appear in the dropdown (unless they are DELETED or HIDDEN)
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F3892
G922
20.02.01
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Feature |
Added the quote authorisation, quote confirmation and project live email fields to the allocation editor.
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G979
20.02.19
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| Administration | ||
Bug |
Made some improvements to the Contact De-duplicator tool - and it now allows for larger datasets.
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G973
20.02.14
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| Artist Portal | ||
Bug |
We've fixed a bug, which meant additional services added from the porthole were not correctly being linked up to the quotes on the jobs. Meaning the live totals could be wrong.
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F4354
G23
20.02.02
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Feature |
The service description is now included on each line in the Booked Services list.
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G22
20.02.01
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| Bidding | ||
Bug |
Fixed problem with Project # dropdown when copying a quote.
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F4288
G969
20.02.10
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Bug |
The discount percentage on quote detail line items now defaults to two decimal places.
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F3893
G984
20.02.14
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Bug |
We fixed an issue where copying and pasting services around in a quote, would not always necessarily update the totals on the sections. Note: this was purely cosmetic and the totals were always correct in the database
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F3836
G985
20.02.14
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Bug |
We fixed a bug which was stopping the Extended notes "save" button from showing sometimes when you changed the status of the quote.
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F3118
G743
20.02.01
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Bug |
Entering the text 'null' into a quote section comment would cause the quote to fail to load correctly (no sections / lines would be displayed) - this has been fixed.
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G741
20.02.01
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Bug |
Fixed problem on Quote Import feature, whereby sometimes the mapped service information would be lost, and would need to be remapped.
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G114
19.11.01
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Bug |
We had previously changed the software to copy the sell price to the cost price, for line items tagged as an outside cost. Some of our customers did not want to calculate the outside costs this way, so we have added a new config setting to bypass this functionality. Setting: $DO_NOT_COPY_PRICE_TO_COST_ON_OUTSIDE_SERVICES.
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G898
19.11.02
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Bug |
Pasting a quote section without cutting/copying one prior would result in lingering 'fetching data' message - this has been fixed.
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G531
20.02.01
|
Bug |
Quote 'Internal Comments' popup container now resizes when textarea is resized.
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F2887
G681
20.02.14
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Bug |
If the disclaimer text is configured, it can now appear on quote PDFs (assuming the PDF is configured to show it).
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G106
19.11.01
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Bug |
Fixed problem in quotes whereby cost would mirror revenue for 'outside' cost items when creating a new quote, when config setting to prevent this is enabled.
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G915
19.11.03
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Bug |
Quote financial side bar now converts costs into the quote currency. Previously they were shown in the project currency, but not labelled as such.
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F3562
G917
19.11.04
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Bug |
Fixed problem whereby 'Payment Type' radio buttons would be partially hidden (if enabled), in Quote screen.
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G927
20.02.12
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Feature |
Added ability to use alternate methods for the system to send emails: MailGun, Sendmail, SMTP, Mail.
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F3740
G886
20.02.01
|
Feature |
Added 'Inside Discount' & 'Outside Discount' figures to quote 'Financials' side panel.
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F3809
G923
20.02.01
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| Billing and Invoicing | ||
Bug |
Fixed Search button on Dashboard > Bid To Bill report, which would previously result in error message and report would fail to load.
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F2638
G718
20.02.12
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Bug |
We've stopped users from being able to add items to a billing approval that has an alternative currency set. In order to add items to it, you need to remove the currency and then perform your maintenance and then re-do the currency conversion.
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G955
20.02.12
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Bug |
We fixed a bug with Xero exports where the alternative currency was exported incorrectly if set on an invoice.
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G972
20.02.11
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Bug |
Fixed issue where the costings allocation toolbar on the client billing tab would no longer be visible when scrolling through the costings list.
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F4384
G998
20.02.19
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Bug |
Fixed issue on the Client Billing tab where the select 'None' option didn't work in the job costings section.
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F4419
G1012
20.02.19
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Bug |
Invoice Date is no longer set to todays date when creating Reversals, under certain configurations ($ISSUE_INVOICE_NUMBER_TO_ACCOUNTS_TRANSACTION_DURING_EXPORT = 1).
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F3802
G899
19.11.02
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Bug |
If Reversal creation failed, previously the reason for failure would not be reported to the user - now it is!
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F3722
G878
20.02.01
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| Dashboard | ||
Bug |
We've found and fixed a bug which was stopping the default landing page from operating correctly.
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F3778
G887
19.11.07
19.11.08
20.02.01
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| DMG | ||
Bug |
We have changed the way the DMG services list appears. Nothing else is different. DMG jobs are still created in the same way.
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G961
20.02.06
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Bug |
Fixed problem introduced with 20.02.08 causing DMG Input & Output boxes to not save correctly.
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F4283
G968
20.02.09
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Bug |
Fixed issue where the DMG instructions line didn't include the full description if the service was selected from a second sub-menu.
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F4398
G1003
20.02.19
|
Feature |
Added email field to the output of jread/product endpoint.
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F4290
G11
20.02.03
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Tweak |
We've made it so that you can have DMG services in the top menu of the instruction/billing menu, without the need for a sub menu if you do not require that.
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G980
20.02.14
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| Gekko | ||
Bug |
We've improved some code in the accounts transaction which would unnecessarily add more items to the gekko queue than required.
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G938
20.02.01
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Bug |
We've added a check into the gekko queue so that jobs and projects can only exist in the queue once. We have found that large projects and jobs can clog up the engine on occasion and limiting the system to only having one, should resolve some bottlenecks.
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G996
20.02.15
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Problem |
We've fixed a bug which meant holidays and shifts would get processed within the gekko engine sometimes causing a slight performance hit. This only happened if you have leveraged our API to insert your own shifts and holidays into the system.
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F2511
G34
20.02.03
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| General | ||
Bug |
We fixed an annoyance where the job page would refresh randomly whilst you were entering client attending information
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F3016
G713
20.02.12
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Bug |
We've improved the stability of email sending from the system by adding in a config setting. If you add in a "systems" email address into your config like this: $SERVER_SEND_MAIL_FROM = "[email protected] every email sent will come FROM that address. Replying to those email should still direct the email to the logged in user. We feel this might prevent some bounces due to Rejected by Anti-Spoofing policies.
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F4373
G1000
20.02.19
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Bug |
We have added the ability to directly select the year and month in various date picker controls. This means you no longer have to scroll through, month-by-month, if you need to move to a distant date.
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G1005
20.02.19
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Bug |
We have swapped around the styling on the schedule when you click on the "Drag" "Copy" "Slide" and "Stretch" buttons. Previously they would turn transparent which doesn't make a great deal of sense, so if the job CANNOT be modified in these ways they will turn transparent. The others will remain "as is" so you can see what you're dragging around.
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F4385
G1007
20.02.19
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Bug |
Fixed issue that would allow user to 'start' DMG request row more than once, even if already completed.
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F2762
G636
20.02.12
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Feature |
We have added a new option that affects how Yield is tracked within iCFM. It is now possible to exclude all outside costs from the yield calculation. We take the confirmed quote total, then remove the cost of all outside services (flights, hotels, 3rd party outsourcing etc). We then use that as the "Net Revenue" figure. When that total is spread over booked services, we do not allocate any to outside services (purchase orders etc).
This requires some configuration, so please contact us if you would like to discuss in more detail. |
F308
G934
20.02.10
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Feature |
The unit price and total values are now included in the Job History costing rows. This information is only available to user who have the 'displayfinance' access code.
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F3604
G1009
20.02.19
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Problem |
We fixed a bug which meant the clear button on the DMG control stopped clearing the controls
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F4250
G958
20.02.04
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| Integration | ||
Bug |
Fixed issue with applyactualhours endpoint which would result in billableunits not being updated when using POST parameters.
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F3899
G10
20.02.01
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Bug |
We have added in the ability to bypass our internal email process in favour of SMTP configuration. Requires the new $SMTP_SETTINGS config setting to be configured.
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G997
20.02.16
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Bug |
Added settings to allow control of which event types are sent to the event queue notification URL. This can be used to disable unwanted events to minimise traffic.
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G1011
20.02.19
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| Jobs | ||
Bug |
Fixed position of status change popup, in search results for Project > Entities. Previously it was appearing underneath the search grid, potentially off-screen.
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F4279
G966
20.02.10
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Bug |
Fixed bug on the Client Attending pop-up where selecting a name from the table at the bottom of the pop-up would not save the date correctly resulting in an entry with either no date at all or a date in the year 1960.
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F4028
G920
20.02.01
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| Leads | ||
Feature |
We have added the budget of each Lead to the Leads Kanban on the dashboard, as well as the total value of all leads in each Phase to the Phase header. This allows your sales team to easily see the potential revenue associated with each stage of your sales pipeline.
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G900
19.11.02
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| Media and Shipping | ||
Bug |
Fixed two issues with Media Movements screen. 1) When using the batch file import, the Depot of the media will now be updated based on the Location (if configured in Combo Box Options). 2) When saving media movements, the media Shelf will now be cleared, if it is not valid for the new location.
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G532
20.02.13
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Feature |
MEDIA MOVEMENT: 'Save Media Movement' button now alerts user when the update has been completed, indicating the batch # which can be useful for bulk adding media to shipping notes.
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F1826
G476
20.02.01
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| Misc Costs | ||
Bug |
We've enabled the sundry types list to be ordered how you want. Simply change the "Order" field value in the ratecard editor. When you create a new sundry item, the type list will be ordered by this.
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F3190
G990
20.02.14
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Bug |
Fixed issue where library and PO services were not being included in the service count when the REQUIRE_SERVICES_TO_CONFIRM_JOB config setting was enabled.
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F3805
G889
19.11.01
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| Okta | ||
Problem |
We've added a bit of UI improvement for our Okta users, so users will know why their login failed, rather than them having to guess. If your account has expired, or your user email no longer exists, you'll be told. Previously users were simply returned to the login page with no indication of the problem.
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F4077
G765
20.02.01
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| Permissions | ||
Bug |
Fixed a bug which meant certain users could create billing approvals with a particular accesscode set, when they didn't have the /accountstransaction code.
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F4124
G936
20.02.01
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| Projects | ||
Bug |
Fixed issues with the copying, deleting and reloading of the Project Milestones list.
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G954
20.02.14
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Bug |
Fixed issue where some lead comments that have a lead ID of zero meant that they were displayed on the Project Comments tab for all new projects.
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F4322
G975
20.02.13
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Bug |
We've added a little auto refresh to the project page, so if you're opening jobs from the summary tabs and making changes, when you return - the summary tabs will update, reflecting changes you may have made
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F2875
G748
20.02.12
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Bug |
We fixed a slight cosmetic bug where clicking a job status in the project window might occasionally scroll off the window
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F4393
G1006
20.02.19
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Bug |
We've fixed a bug which meant that cancelling a project would not create event queue data for each individual job within. This meant that secondary systems didn't act upon the cancelled jobs individually
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G797
19.11.01
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Bug |
We fixed a bug which meant project attachments listed attachments unrelated to the currently loaded project if you opened the project in a very particular way.
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F3920
G907
19.11.02
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Bug |
Fixed issue where the Project Type filter would not work when selecting a Project Number in the Bid, Job, PO, Shipping, Misc Cost headers.
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F3956
G911
20.02.01
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Feature |
Added a new config setting which, when enabled, will not allow a Project to be Completed or Sent to Accounts if the Project Team commission is not 100 percent.
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F2926
G848
19.11.01
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| Psy API | ||
Bug |
We've added the ability to specify a deadlinedate when saving a job through the Psyapi call "bookjob".
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F2953
G8
20.02.01
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| Purchase Orders | ||
Bug |
If you use the monthly po creation setting, iCFM will now create new resource records automatically for each of the suppliers resulting in PO's being reported correctly.
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F1955
G737
20.02.01
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Problem |
Fixed problem with date on despatch notes created via PO, which would break some reports which included this data.
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F3871
G902
20.02.01
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| Ratecard | ||
Bug |
We've improved the ratecard editor a bit so it doesn't scroll itself when you are opening and editing services. We also added a "Save New" button to make it easier for you to "copy" services that are similar.
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F3933
G983
20.02.19
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| Reporting and Dashboard | ||
Bug |
Fixed issue where the staff utilisation report export icon would not work correctly.
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G12
19.11.02
|
Bug |
We have upgraded all 3rd Party Javascript libraries to be the latest versions. jQuery, Bootstrap etc.
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G951
20.02.03
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Bug |
We've updated the Absence report so that it will use the HR Holiday dates for the report, or, if there are none - it will show you from the start of the current year to the end.
You can also supply a custom start date by appending a value such as &startDate=2018-07-01 to the URL |
F3412
G995
20.02.15
|
Bug |
Fixed issue whereby running the Dashboard > Utilisation report with Report Type set to 'Yield Value' would never return any figures.
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G903
20.02.14
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Bug |
When we updated the margins report to allow collapsing the rows by category, we managed to break the code that allowed you to collapse everything at once. We have now fixed this, and you can collapse your data at will.
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F3930
G910
19.11.02
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Bug |
Fixed column alignment issue with the resource totals on the Dashboard Artist Hours report.
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G918
20.02.01
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Bug |
'Job Costing by Project' management report now takes into account 'Job Status To Include' tickboxes, and 'Our Contact' dropdown.
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F3644
G11
19.11.02
|
Problem |
Fixed issue with the calculation of the Billed Total on the Project Cost Analysis Detail report.
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F4146
G939
20.02.01
|
Problem |
Fixed problem with date on despatch notes created via PO, which would break some reports which included this data.
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F3871
G31
19.11.01
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| Resources | ||
Bug |
Added a new eventqueue entry named 'resource_created` when a new resource is added.
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F4188
G974
20.02.13
|
Bug |
Fixed bug which would prevent manually adding service to job, if the service contained certain characters such as ampersand.
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G689
20.02.12
|
Feature |
Added a new checkbox box to the resource information page which will flag if the resource is under an NDA.
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F4180
G977
20.02.13
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| Schedule | ||
Bug |
We fixed a bug which meant the lasso stopped working if you switch between the schedule and the dashboard multiple times
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F4156
G937
20.02.01
|
Bug |
Lasso will no longer select jobs which have been dimmed due to being filtered out with the Filter input box.
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G726
20.02.12
|
Bug |
We fixed a bug which meant the dates and times for client attending weren't saving correctly.
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F4112
G963
20.02.07
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Bug |
Fixed issue whereby resource dropdown in 'Add resource' popup on the Schedule would not work, making it impossible to add resources from the schedule.
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F4281
G967
20.02.10
|
Bug |
We found an issue with the client attending - where the date would sometimes change, depending on your timezone. Not everyone would have noticed this.
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G970
20.02.10
|
Bug |
Jobs which are not selected are no longer hidden when moving job(s) with the lasso 'Drag', 'Copy' or 'Slide' buttons, making it easier to place jobs in non-conflicting positions,.
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F2871
G749
20.02.12
|
Bug |
We fixed a slight display issue where using project colours would not keep the transparency of jobs for their status.
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F3665
G986
20.02.14
|
Bug |
We fixed a bug which meant on occasion the end of a milestone wouldn't show if the view started on the day the milestone finishes.
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F3612
G987
20.02.15
|
Bug |
Schedule 'copy job to nexy day' feature would in some cases create job on the day-after-next, in certain time zones. This has been fixed.
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G397
20.02.17
|
Bug |
Fixed function that checks if there are services attached to Jobs. Previously Purchase Order, Despatch and Library services were not being counted.
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F3902
G905
19.11.02
|
Bug |
Fixed problem with the 'Set to fractions' functionality (Schedule > Lasso) which could cause job times to be set incorrectly.
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F3459
G804
19.11.01
|
Feature |
Added Email field to Product screen.
Added new access code /dmgcontroledit which controls whether users can edit anything within the DMG Control screen. Editing DMG from the Job screen is not affected by this. Added the ability to limit which schedule Views are available, per user. To do this specify an access code for the view(s) to be limited in the View Editor with the 'Access Code' dropdown. Access code options are: /showscheduleview1, /showscheduleview2, /showscheduleview3, /showscheduleview4 & /showscheduleview5. Set the user permissions accordingly in the User Information > Access Code editor. In addition to the above access codes, added /showallviews access code. With this approved, user will be able to see all views (regardless of the state of the above access codes). |
F4290
G1004
20.02.19
|
Feature |
We've added the ability to copy bookings on the schedule, and then scroll to another day and paste them.
Simply use the lasso tool to select the items you wish to copy, and the in the lasso toolbox popup - choose "Copy", then scroll to the day you wish to paste them on, and click "Paste" - the bookings will be created relative to the view you were looking at. |
F2468
G599
20.02.01
|
Feature |
Added the Resource Comments field to the search criteria on the Dynamic View pop-up.
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F3819
G926
|
| Search | ||
Bug |
Improved speed of Job Search.
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G929
19.11.06
|
Bug |
Fixed bug where the Clear button on the search forms did not clear the filter values.
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F2841
G750
20.02.01
|
Bug |
Fixed bug where special characters such as ampersands would not display correctly in the search results.
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F3720
G874
20.02.01
|
Bug |
We fixed an issue which was causing the total discount for a quote to not show correctly in some search screens
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F3967
G912
19.11.02
|
| Security | ||
Bug |
We have upgraded all 3rd Party Javascript libraries to be the latest versions. jQuery, Bootstrap etc.
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G953
|
| Server / System Issues | ||
Bug |
We've improved the lasso functionality to decrease system hangs and freezing browsers. These changes are internal so there's nothing to see here.
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F3477
G805
19.11.02
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| Server / Systems Issues | ||
Bug |
Firefox browser on iOS is now supported.
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F3057
G712
20.02.01
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| Shipping and Media | ||
Feature |
Added 'Project Media' tab to Job, to show media records associated with the Project.
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F3960
G921
20.02.01
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| UI | ||
Bug |
We've fixed a small bug with Xero and Sage 200 rollbacks where the costing status wouldn't be changed from Exported back to Prepared. Furthermore, the job flags (the checkboxes that are A, P or E) were not updated. They now are.
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G757
20.02.13
|
Bug |
Fixed potential issue with the get_file_contents calls where the iCFM system could potentially crash if the file didn't exist.
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G885
20.02.01
|