Display only Events in Calendar

We have added an option to display only events in the Calendar. By default, all due dates for tasks, projects, opportunities, work orders, are displayed in the Calendar.

If you goto the Calendar web app and click on the More button, then choose Options, you can check the option to display only Events, both in the web app and on your phone.

Work Order Enhancements: custom fields and link to Opportunity

Some new feature in the Work Order application:
1. We just added the option of defining custom fields for Work Orders.
On the web interface, go the “Work Orders” app, then “More” button in the toolbar, select “Custom Fields” and define some fields.
Then set the custom field values when Editing a Work order on the Web and on the mobile. (on iPhone/iPad, you need to wait a few days until the Upvise client upgrade is available on the AppStore).

2. We also added the option to link a Work Order to an Opportunity on the Web Interface, in the Edit view.

New Compact Layout for web apps

We have added an option to display a Compact view of items in a list, which fits on one line, versus an Extended Layout which displays on two lines.

You can switch layouts from the More button in the header of the Contacts, Notebooks and other web apps.

Normal Layout (2 lines)

Compact Layout (1 line)

New Upvise v3.8 for Android

We just released a new version of Upvise client 3.8 for Android platform.

• New search UI: there is now a search icon replacing the search box at the top of the list. It saves space and is more consistant
• UI enhancement with Android 4.0 look & feel
• Smaller application size and overall performance improvements
• Bug correction in data syncing when there is no network connection.

To install it, just go to Android Market on your phone and search for Upvise

 

New option to display company name in contact drop-down lists

We have added a new option to the Contacts web app, to display the company name next to each contact in drop-down lists, when setting contacts linked to a project, task, opportunity, etc…  This makes it easier to identify a contact in a list, specially in cases where you have many contacts and there are contacts with the same or similar name.

To set the option, goto the Contact Options page by clicking on the More button in the web app, then select Options. Check the “Display Contact Company” box.

Upvise client for Windows Phone 7.5 Mango

We just released a brand new version of Upvise client for Windows Phone 7.5 Mango.

You can install it directly from the Marketplace from your phone. Just Search for “Upvise”

• new user interface, Metro Style
• faster
• integrates with Bing Maps
• and more…

Home Screen

Task Screen

Contacts Screen

Custom Stages in Sales Opportunities

You can now define your own custom stages in the Opportunities in the Sales app, to replace the default stage names.

Goto the Sales app in your web account, and click on the Edit Stages link in the left pane. You can change the default names, add or delete stages.