Release Notes (2023)

v2.3.29 - 20th June 2023

Added an extra check to ensure pay rates assigned to staff cannot be deleted
Big update to CSV imports for contacts, catalogue and staff to improve error messaging and increase the ability to handle data with minor mistakes or variations
Fix an issue that showed deleted quotes, jobs and leads on dashboards
When creating a contact on the fly (during lead creation for example) you are now able to select the source (if you have added contact sources in settings)
Created and updated dates are displayed when viewing item specifications
Added activity logging for cloud file changes so there is a record of file uploads and deletions - now you can see who deleted that file in your lead for example
Staff activation emails now display a helpful message if they have expired
When creating an invoice from a lead you can now choose to group each section into a single line or have it itemised
Invoice item names can now span multiple lines allowing for long descriptions and compatibility with your accounting software
Added NZD (New Zealand Dollar) as a currency option
Fixed a bug that caused labour components in quotes to calculate time incorrectly
Moved the default position of quantity columns in quotes and quote presets more to the left (with full column position and sizing to be released soon)

v2.3.28 - 9th June 2023

Various bug fixes and improvements
Added ability to update the type for multiple contacts at a time

v2.3.27 - 8th June 2023

Fixed errors in the capacity planner if no labour centres exist
Google Drive storage driver is now compatible with template folders
Added limitations to email sending for new and existing organisations

v2.3.26 - 19th May 2023

Fixed an issue that cause problems starting and stopping tasks for projects

v2.3.25 - 18th May 2023

Ensure deleted items are not displayed in more places including inventory
Fix an issue causing errors when job item quantity was blank
Fixed an issue that prevented the quote status "has value" field to not update
Improved the cloud file storage integration to better handle files and folders with symbols such as + $ # and % in them
Improved the accounting integration to retain contact details when updating and retry if the connection fails to the MYOB API

v2.3.24 - 11th May 2023

Fixed issue that caused deleted job resource items from appearing in the list of items to be ordered
Fixed an issue that caused changes to invoice type classification from being saved
Increased the width of the agenda screen list on the kiosk dashboard
The completed date is now being saved for tasks and the display of the completed tasks on agenda screens has been improved and sorted by that date
Improved error handling with Xero when their API is temporarily unavailable

v2.3.23 - 8th May 2023

Purchase orders can now be received, split and invoiced
Added a new Job Cost report that shows estimated vs actual costs for your jobs - with more updates soon to allow you to drill down for each job
Values can now be displayed and updated for contacts, leads, jobs and projects
Target calendar can now be searched
Lots of updates for the Kiosk including:
- Sections for contacts, leads, jobs, and projects
- Files can be shared with kiosk users using the new 'Shared' folder
- Item specifications can be viewed from a task
- Browse files from a task
Fixed an issue that caused some users to not be able to edit item specifications
Fixed an issue that caused tasks for deleted jobs and leads to appear on agenda screens
Fixed an issue loading received attachments to emails
Fixed an issue when saving changes to quotes when items have been moved between sections
Fixed an issue that caused quote pricing not to be reflected in job resource item prices

v2.3.22 - 20th April 2023

Prevented deactivated (or not enabled) staff from appearing on the kiosk login screen
Added lead id, number and description to quote templates
Page size and current page are now remembered on public agenda screens
Fixed a visual display issue when importing quote items
Upgraded Microvellum integration to handle the new export format
Added invoice item types
Beta release of MYOB accounting integration for selected organisations with a full release planned shortly after to all organisations
Improved handling of larger attachments to emails
Improved email notifications to members of jobs, leads and projects
Exposed job, lead and project details to the public API
Fixed a bug that caused some details not to be displayed for items
Added a column on agenda screens to show task members

v2.3.21 - 18th April 2023

Minor release to fix an issue with importing contacts

v2.3.20 - 11th April 2023

Fixed an issue that caused some staff without permission to not be able to compose emails
Added the ability to allow beta access to new features for selected organisations before they are fully released
Fixed an issue with updating job item quantity
Minor user interface improvements for the popup you see when creating a work order from a job
Staff are automatically added as a member to a lead if they create or send a quote which ensures they receive the notification when it has been accepted or rejected
More contact and contact person details have been added to both job and lead info
Added strike-through to rich text editor formatting options

v2.3.19 - 6th April 2023

All types and required tasks are now copied when copying a workflow
You can now choose job items when creating a work order from a job - all the specifications and resources including materials, services and labour are moved to the work order and estimated times recalculated on tasks
Fixed some issues with filtering in the dropdowns when changing the agenda screen filters
Fixed an issue that was preventing the template folder from being copied to new jobs, leads and projects using the OneDrive cloud file storage driver
Fixed an issue that caused the Settings, Help and Logout menu items to not be visible when viewed on some tablets
Added $CAD (Canadian Dollar) to available currencies
Fixed some issues and improved the staff import from CSV functionality

v2.3.18 - 21st March 2023

Fixed an issue with pagination not displaying on agenda screens in the kiosk
Fixed an issue that caused errors when attaching files to email replies
Fixed an issue that prevented some staff members from being able to start tasks that they are not members of
Public agenda and activity screen pages now remember any changes to columns
When composing emails the current draft is saved and will not be lost even if the page is refreshed

v2.3.17 - 16th March 2023

Fixed an issue that caused the Capacity planner to not load the full width of the screen
Fixed an issue where staff details were not displaying
Added the ability to choose a workflow when creating a job from a lead
Agenda and Activity screens now automatically stay up to date with the latest changes
Fixed an issue that caused some imports for contacts, catalogue items and staff to fail
Fixed a bug that caused intermittent session timeouts requiring users to log in even though they had been active
Fixed an issue that caused some emails to be addressed to the organisation's email address instead of the staff member
Added ability to import quote items and job materials from a spreadsheet and also from connected integrations including Cabinet Vision, Mozaik, Auto Kitchen and more
Added task description column on agenda screens (hidden by default but can be shown)

v2.3.16 - 27th February 2023

Site addresses are displayed on tasks, jobs, leads and projects and also on agenda screens
Added the item column for job resource materials and services
Added ability to delete and restore job resource materials and services
The Google Drive cloud file storage driver is now supported and can be connected
Added a button to allow for copying styles in settings
Added confirmation popup when deleting a repeating section in item specifications
When updating a template the list of available template variables is now displayed with instructions
Fixed a bug where deleted style items would still be showing throughout the system
Fixed some issues with target calendar filters
Fixed some loading issues with publicly shared agenda screens
Fixed an issue with deleting catalogue material substitutes
Fixed an issue that would include completed and n/a tasks in capacity calculations
New organisations are now set up with a default warehouse location and improved messaging when you hit the limit of locations for your subscription
Fixed a bug that caused some issues updating staff pay rates and awards
Enabled Xero accounting integration for New Zealand, United Kingdom, Ireland, Canada and the US (Payroll only available in Australia, with NZ and UK Payroll to be released soon)
General performance improvements and optimisations

v2.3.15 - 10th February 2023

Added customisable colours to operations which can help highlight tasks in the target calendar
Dragging task segments on the target calendar now recalculates the dates of subsequent tasks
Estimated time for jobs tasks is now automatically calculated from job resource labour time
Capacity planner now shows tasks scheduled, over capacity and remaining time available
Hovering over an event in any calendar will show long titles in a tooltip
Fixed a bug with some events not showing in the week view
Fixed a bug that cleared current selection when searching a dropdown box
General improvements to the subscription renewal system
Fixed an issue on the kiosk login screen that caused selection for some devices
Added payroll tracking category handling for the Xero accounting integration
Fixed an issue with email attachments not working when replying
Fixed a bug with pagination not being able to remember how many records per page
Fixed some filtering issues with the target calendar
Fixed a bug that prevented the adding of project members
Added quick link to continue editing a quote, invoice or purchase order
Fixed a bug when adding materials directly to a purchase order

v2.3.14 - 2nd February 2023

Fixed a bug that caused an issue updating job items

v2.3.13 - 31st January 2023

Fixed a bug that caused an issue creating an invoice from a quote
Fixed a bug that caused the restore button to appear for staff with certain permission levels
Minor tweaks to target calendar filtering
Fixed an issue that caused the list of contact people not to refresh when a new person was added or deleted
Fixed an issue where some labour centres could not be selected in the capacity planner

v2.3.12 - 30th January 2023

Added ability to delete and restore style items
Fixed some language issues in notifications
Fixed a bug that would create an empty catalogue item colour and range when importing from CSV
Fixed a bug that would cause some set values for materials in item specifications from being cleared when updating
Fixed a bug that would cause issues if trying to send an email before a draft had been saved
Fixed some filtering issues on grids
Improved wrapping on default item specification template
Fixed bug when trying to select operations for labour centres
Added ability to link a quote item with a lead item
Fixed a bug that was showing tasks from deleted jobs on the target calendar
Fixed a bug that was also showing completed and n/a tasks on the target calendar
Fixed an issue that prevented sending emails within jobs
Added the ability to refine the target calendar and show only tasks assigned to specific staff members
Fixed a bug that caused issues when synchronising contacts with the Xero accounting driver

v2.3.11 - 16th January 2023

Added ability to both apply N/A and Undo N/A for multiple tasks at a time
Removed deactivated staff from the dropdown when adding and updating Activity Screen settings
Fixed issue with selecting operations when adding and updating Agenda Screen settings
Added quantity field when adding and updating a quote item component and preset item component
Fixed an issue that would cause the scroll of the quote to reset to the left when updating a value inline
Added drag and drop sorting to quote preset items
Major improvements to the way the status is updated for jobs, leads and projects as tasks are completed
Added the configuration for a workflow step to be "entered automatically" if all tasks in previous steps have been completed
Added the option for a workflow task to choose "None" for requiring other tasks to be completed

v2.3.10 - 10th January 2023

Fixed an issue with currency symbols not displaying correctly
Fixed some issues that occurred with catalogue items
Fixed issue applying a subscription to an existing organisation
Fixed an issue that caused some catalogue items to be imported even if the import failed due to validation errors and warnings

More...