We added the following new features to the Contacts app on mobile:
- View all Contacts on a Map : in the Contacts app, tap on Contacts, then Map view in the menu
- View all Companies on a Map : in the Contacts app, tap on Companies, then Map view in the menu
- When you view a contact or companies nearby records on the map, the current record has a gray marker, and nearby contacts are in red, nearby companies in blue.
There is a new redesigned and enhanced version of the Activity Log on the Upvise Web Interface.
Go to Settings (top right of the screen) > Activity Log.
New features include:
- simplified UI to select start date and period.
- Nice Activity Charts
- Click on any Activity to see the list details
- CSV Export
- Print Support
We added a built-in image viewer for the Files Web App right within the Upvise web interface.
It is now easier to view photos taken on the field on your desktop.
We added the following new features for Quotes & Invoices section of the Sales app:
1. Auto numbering of Quotes & Invoice Numbers
2.Redesigned Select Quote Product screen on Android
- New Category filter button to filter the products catalog, for easier product selection
- New option to create a new product from the Select Product screen: there is a + button, it allows you to create a new product from this screen (warning : this product is not added in the products catalog afterwards, It is just for your quote)
3. Improved workflow status of Quotes & Invoices
After a quote has been created, its status can be changed to Confirmation or Invoice.
A confirmation order of invoice status can then be changed to Paid.
4. Paid Invoice Enhancements
When the status of an invoice is changed to Paid, you can enter the amount paid (it defaults to the invoice amount) and the paid date.
This allows to better tracking of partially paid invoices.
You can also set an account for the paid invoice.
5. Manage Accounts
From the Quote List or Invoice List, go to the More toolbar button > Edit Accounts to create and manage accounts linked to paid invoices.