In the Sales app, you can now sort the list of Deals by Creation date, both on the mobile and on the web.
Up to now, the client address displayed a PDF invoice or quote was the address of the linked Company or Contact.
You can now specify an address specific to an invoice/quote which overrides the company or contact address.
When the Address field of an invoice/quote is filled in, this is the Address that will be displayed in the PDF file download.
You can now embed Form templates that are sales-related, directly in the Sales app.
Select the form templates to embed in the Sales Options menu / Display tab / Sales form templates section.
A link to the forms for each of the selected templates will appear in the left pane menu in the Sales web app and on the main screen of the Sales mobile app. In addition, a link to the Inbox for these form templates will be displayed.
NB: The Inbox is the list of Forms that have a pending workflow Action.
When Punch Items have been added in a Project or a Form, the total count of items is displayed on the Project or Form home screen on the web.
If there are any Open Punch items remaining, the count display will be highlighted in orange in order to alert the user. If there are no Open items and some Completed items which are not Closed, the highlight is blue. If there are only Closed items, the highlight is gray.
We have made it easier to handle quotes for Job Change Requests. You can now create multiples Quotes for one Job.
The workflow is as follows:
1. First create a Job from a confirmed Quote. (cf https://www.upvise.com/jobs/help.htm#8)
2. When you receive a request for a job change, open the Job and add a new Quote to the Job.
N.B.: if you have already created a second Quote, you can also link it to the existing Job by editing the Quote and setting the Job field.
There is a new Dashboard for Punch Items related to Project Assets, in the Projects web app.
To Display the dashboard, click on ‘Punch Items’ in the Activity section of the main Project screen.
- Punch Count by Asset
- Punch Count by Status
- Cumulative Punch Count
- Punch Count by Assignee, by Location
- Punch Count Caused By,
- Punch Count by Project Stage
In the Notebooks web app, you can now set a color for a Note Folder.
Goto the Edit Folder screen by opening the folder and clicking on the Edit icon in the toolbar.
The Note folder will be highlighted with this color in the list of Note folders.
In the Projects web app, Notes will be grouped and listed by Folder color.