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.

New Debts and Credits application

We have posted a new Debts and Credits application to our catalog. This is a simple expense manager with a view of debts or money you owe, and credits or money owed to you. You can use this app to assess the cash flow of your business. Another example of use is to track office versus personal expenses: amounts that you spend for your company are recorded as credits, whereas personal expenses paid by your company and that you will need to reimburse, are recorded as debts.

The expenses can be organized in categories.

Note that this application is Free.

Upvise Wikipedia in Portuguese

Our Portuguese users can now search Wikipedia in Portuguese.  Requires version 2.5.3 of the Wikpedia app. You can check the version in the Upvise Settings/About Upvise/Installed Apps list. If the version is not correct, select the Refresh menu or press * when on the home page of Upvise.

Sales Forecast & Group Email / SMS

We just enhanced the Sales Application web interface with 2 new main features:

• Sales Forecast : there is a new view under Opportunities, which gives you a summary of the estimated sales forecast for the coming months, based on the amount and probability set in each sales opportunity. You can also view this forecast by user.
• Group Email and Sms: we added a Send Mail and Send SMS button in the Leads view. it allows you to quickly send text messages to multiple leads at the same time. It requires Skype on the desktop.

Upvise Reseller Program

We have just introduced our Reseller Program for companies or individuals who would like to become an affiliate, resell their Upvise applications, or resell solutions using the Upvise platform. There’s more info on this page: http://www.upvise.com/reseller

Recurring Tasks

We have enhanced the Upvise Tasks app with recurring tasks, ie tasks that repeat with a given frequency.

When you edit a task, you can now set a Frequency: daily, weekly, monthly, every 3 or 6 months, yearly or a custom frequency expressed as number of days. When you mark the task as completed, a new task is automatically created with a due date set to today’s date plus the preset frequency.