We have added an option in Public Forms where you can now specify an email to receive a notification each time a new Public Form is submitted.
The notification is sent both in the Android notification pane and by email. You can click on the link in the email to open the Form in Upvise.
To set the notification email, edit the Template in th Forms web app, open the ‘Sharing’ tab. Click Enable Public to make the form public.
Enter an email in the Form Submitted Notification Email field to receive the notifications.
You have prepared an Invoice with a list of Products ordered in various quantities.
You start shipping products as soon as they are ready, i.e. it takes several shipments to deliver all the ordered products.
You can create a Packing Slip from the Invoice. When a shipment is ready for delivery, edit the Shipped Quantities for each Product included in the Shipment, and print out the Packing Slip.
You can now also track Previous Shipments:
Each Product in the Packing Slip includes a “Previously Shipped Quantity” field which keeps track of the number of items already shipped.
After the first shipment, whenever you update the Shipped Quantity of a Product in the Packing Slip, the Previously Shipped Quantity field is automatically incremented by the previous quantity shipped. (Note: this is subject to your prior confirmation via a popup message).
We have added an option in the Calendar web app to hide Completed Items.
In the Options menu, check “Do not display Completed items” to hide all completed tasks and jobs from the Calendar view.
We have introduced the following functionality in the Jobs app:
A Job Request form is now available at a private URL, which you can share with an external user.
The user fills in the form with data related to the Company and/or Contact requesting the Job, and a description, as well as date, time and address of the Job.
When the user submits the form, a Job is created in your Upvise account with the data entered by the external user, and a notification email is sent to the email address specified in your account settings. The Job is created as Unassigned and is listed in the Open/Unassigned section of the Jobs app.
You will find the Job Request Form URL in the Jobs web app Options menu / External Job Request tab. You can also configure the notification email in this screen.
On Android, you can now insert text from an existing Note into a new note. Simply tap on the icon with a + when you are in the Edit Note screen, and browse your Notebooks to find the note.
This is useful to e.g. create notes from pre-defined messages.
Equipment can be flagged with Custom flags or tag names. We have now added the possibility to customize the color of a Custom Flag.
In the Equipment View screen, the custom Flag will be displayed with this color as a background. In the web Dashboard and in equipment lists, the Equipment will be highlighted with the color of the custom flag if any.
To customize the Color of a Flag, goto the Options menu of the Equipment app, Custom Flags tab. Edit the flag to change the color.
A Custom View is a list of items filtered by certain values of the item fields or custom fields.
Examples of custom views:
– List of companies where City is ‘Berlin’
– List of contacts where Job title is ‘Manager’
– List of contacts where ‘Interested’ is Yes with ‘Interested’ defined as a Contact Custom Field of type checkbox.
To create a custom view in the Contacts web app, goto the Options menu / Custom Views tab:
- Click on + and choose Contact or Company
- Enter a name for the Custom View
- Select the Columns that you wish to display in the Custom View.
- Add one or more Filters. A filter is a search criteria defined by a contact/company field or custom field, an operator (is, is not, contains, lower than, greater than,..) and the search value.
Custom Views are accessible from the main Contacts or Companies list on the web at the top of the screen. Click on the count number of each Custom View to display the full list of items. The list can be exported as a CSV.