Updates to the Shopping List app

The Shopping List app has been updated with the following changes:

• Issue with items accidentally removed from the To Buy list:

Previously an item was checked off from the To Buy list by simply selecting the item, which led to many cases where an item was removed by mistake.
Now when an item is selected in the to Buy list, you first go to a View Item screen, where you can check it Off.

• Better and clearer organization of the main screen of a list:

The ”Go Shopping” section groups:
- Items To buy (All items you have to buy)
- Browsing by Category and by Aisle of  items to buy

In the ”Manage List” section, you can browse the full database of items in the list by name or by category to organize and check items quickly.

• One-time vs recurring purchases

There are some items which you only need to buy once. In this case, you don’t want to save the item for future use and populate the list database with items that you never buy. We have added an option to create “one-time” purchase items, which are automatically deleted from the database when you check them off the To Buy list.

Time Tracking & Grouping Tasks by Projects

We just added 2 popular feature requests on our Web Interface: Time Tracking and Grouping Tasks by Projects

Time Tracking:
For each task, you can set a number of hours associated to it.

If you have set hours associated to at least one task in a given project, you will see a new Time Tracking section in the Project View page.

It shows the total number of hours for this project and the list of corresponding tasks with the person associated to it and the date.

Also in the My Projects and All Projects tab, the total number of hours of each project is displayed, giving you a quick glance of how much time you spent on each project

Grouping Tasks by Projects

We also added a new group by option in the My Tasks and All Tasks tabs : Group by Project.

You can use this convenient new view to quickly browse tasks by project and see the number of tasks for each project in just one page.

Upvise client for iPhone now available

You can now install Upvise as a native client application onto your iPhone or iPod Touch, and benefit from the offline mode functionality for all Upvise applications: Contacts, Notebooks, Projects, Tasks, Sales, etc…

To install Upvise, click on the App Store icon on your iPhone, and search for “upvise”.

The previous Upvise web application is no longer supported.

File attachments

You can now attach files, e.g. documents, pictures,.. to any Contact, Company, Project, Task, Opportunity or Quote. The files can be of any type, and are uploaded from your Upvise web account.

You can then access the files, either from your web account or on your mobile.  On the mobile you have the option to download the file directly to the device, if you have the appropriate application installed on your phone to handle the file, i.e. JPG picture files can usually be viewed in the web browser, Word or Excel can be opened in Documents To Go.

If this first option doesn’t work out, you also have the option to send the file to your account email, and open it from your phone’s built-in email application. For example Office documents (Word, Excel…) can be viewed from within the Blackberry email application or from Gmail on an Android phone.

Twitter, Facebook & LinkedIn Integration

We just added Twitter, Facebook & LinkedIn integration Upvise Contact Manager web application.

On each Contact or Company view page, you can click on the Twitter, Facebook, LinkedIn icon to find the contact or company on these social networks.

Project Templates

I’m pleased to let you know we just added a new important feature to the Upvise Projects Application: Templates.

The Projects application let you create new projects, link contacts or companies to it and also create notes and tasks for a given project.

What we just added is the option to define template projects, each template with a set of predefined tasks.
When you create a project you have the option to create it based on a given template. This will simply automatically create as many tasks as defined in the template for your project.
Then you can customize and create / remove tasks manually if you want.

The Projects application is part of the Upvise business license, but you can try it for free fro 30 days.

To get started, just install the latest version of the Upvise client v2.7.2 from your phone at: http://m.upvise.com

Then you need to create one or more project templates and add task templates to it. You can do this either on the web interface or on your phone.
On the web, sign in to your Upvise account and select the Projects Application.
On the left pane, click on the Templates link and create a new project template and add tasks to it.
Then you can create new projects and select the project template for this new project.

You can also manage project templates on your phone. Start the Project app and click on More Views, then Project Templates.

Updates to Contacts app

Version 2.7.1 of the Contacts app includes the following changes on the mobile:

• When you are a within a group or region, you can now add a contact or company directly to the group or region by selecting the New menu. Previously you had to set the group specifically in the new Contact or Company form.
• The owner of a Contact or Company now defaults to your username – previously the field was empty.
• The street part of an address can be opened in a new screen to view the complete address field.

Refresh rate of RSS feeds is now related to the TTL field

The refresh rate of an RSS feed is now equal to the value of the <ttl> tag if it is present in the header of the RSS feed. If not present, the default value is 60 minutes.

Shopping lists currency in web account

The currency displayed in the Shopping Lists web application is now set from the currency in the Upvise User Settings (https://www.upvise.com/useraccount/settings.aspx)

Quick links to Tasks by date group and Completed Tasks view in web account

We have added “quick links” at the top of each view to each of the date groups, i.e Overdue, Today, Tomorrow, etc… This enables to quickly filter the list of tasks down to the group you’re interested in, in particular if you have lots of overdue tasks

We have re-organized the Completed Tasks view in the web interface. You can now see the tasks you have accomplished grouped by date, i.e. Today, Yesterday, Last week, etc.. In this view you can also export all completed tasks, or select tasks to be deleted. You can click on the new quick links to display only tasks completed e.g. “Last month” or “Before”, and select only these tasks to be deleted.