Upvise Blog

Manage Phone Calls section in Contact and Company view

Nathalie TING — Mon, 30 Jan 2012 13:31:00 +0000

We have created a Manage Phone Calls section in the view screen of a Contact or Company, with actions to schedule a call back and to log a call for the item.

It appears both on the mobile phone and on the web, and makes the management of your calls to customers more consistent than previously, where calls could only be logged through the Manage Phone Calls section of the Contacts app main screen.

Bugfix in Duplication of Project Templates

Nathalie TING — Mon, 30 Jan 2012 07:08:26 +0000

We have posted a fix to the following bug in the Projects web app:

When duplicating a project template, tasks were copied twice, once in the Tasks and once in the Milestones section.

Tasks are now created only once in the Tasks section.

Contacts Shared by All Users

Nathalie TING — Thu, 26 Jan 2012 05:28:38 +0000

We have added an option in the Contacts app, to allow all contacts to be shared by all users of the company account, whether they own the contact or not and whatever their user privilege.

You can set this option in the Contacts web app / More Options button. When ‘Data Shared by All Users’ is checked, all Contacts and Companies are accessible by all users, even Standard Users, who can otherwise only access the data they own.

Breakdown of Sales Forecast in web interface

Nathalie TING — Sun, 22 Jan 2012 12:59:12 +0000

We have added the functionality to see the breakdown of opportunities that make up each Sales forecast figure in the Sales web app.

Custom Fields for Projects and Quotes

Nathalie TING — Tue, 17 Jan 2012 04:48:28 +0000

You can now add your own custom fields to a Quote in the Sales app and to a Project.

Click on the More button in the web app and select Custom Fields to define new fields and edit existing ones. The Custom Fields section will then appear in the View and Edit pages of projects and quotes, both in the web interface and on your mobile.

12-hour Time format for Calendar events in web interface

Nathalie TING — Mon, 16 Jan 2012 03:53:51 +0000

We have introduced an option to display time values in the 12-hour time format, i.e. 1:30 PM.

To change the setting between 12 and 24-hour time format, goto the Calendar web app and click on the More button in the toolbar, then Options.

Note that the display on your phone uses the native setting for time-format in your phone Settings menu.

Generate Report on Notes Created

Nathalie TING — Thu, 12 Jan 2012 13:42:16 +0000

In the Notebooks web app, you can now generate a report which calculates the number of notes entered for a time period per user.

Click on the Reports tab in the left pane, then select a start and end date for the period and click on Show Report.

Display only Events in Calendar

Nathalie TING — Fri, 21 Oct 2011 15:47:30 +0000

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

Thierry BRETHES — Fri, 21 Oct 2011 13:24:05 +0000

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

Nathalie TING — Fri, 21 Oct 2011 04:17:36 +0000

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)