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title"Task types" page now available from the Manager menu (3974)

The Task types page can be made accessible from the Manager menu using the new role:

Can access the Task types page from the Manager menu

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titleResource report generator - role added to show the customer price billing description (3890)

A new role was added to show the “Customer price billing description” column in the Resource report generator page:

Can see the “Customer price billing description” column in the resource report generator

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titleNew role added - Limit customer creation (3552)

A new role was added to limit who can create customers in the system:

Limit customer creation

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titleAutomatic assignment - UI improvements (3293)

When multiple users match the automatic assignment criteria, the dropdown menu will change to red and specify multiple matches were found.

A selection will be required to save.

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titleAutomatic assignment - can now be set as default on order creation (522)

The automatic assignment can now be on by default on order creation.

This can be enabled from Administrator > Web administrator > Configuration > Defaults:

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Info

This new configuration will be added off by default.

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titleAdded button to test authentication manner at the system and resource level (3880)

Added a button to test the current authentication manner to Administrator > Web administrator > Configuration > Security.

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The same test is also available in the Resource info page.

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titleNegative percentage for Customer/Supplier surcharges (90)

Negative percentages can now be added manually to customer and supplier surcharges.

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titleMake available - file data will be updated to match the new order (3979 + 3814) -DRAFT

When a file is made available in another order, the corresponding task can be completed normally.

The “Created by” field is now populated with the user who made the file available in the new order.

Added a new field in the File info page: “Original order”, which logs the original order the file was uploaded to.

Added a new field in the File info page: “Original file ID”, which logs the original file ID.

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titleDuration added to range options (4102)

Duration is now available as a criteria within the range options:

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  • The search field from the top ribbon will now display correctly aligned (3039)

  • Fixed an issue that prevent the watch folder page to be access accessed correctly from the Sales menu (3882)

  • The Outgoing Orders & Steps and Outgoing Tasks tabs in the Supervisor dashboard will now save grids correctly (3867)

  • When a step is deleted after deleting all its tasks/products, the target language column will now update correctly (3877)

  • The “For billing” tab within a resource report will now show the correct value in the “Revenue per product”, “Cost per product” and “%Profit/Loss per product” columns (3581)

  • Fixed an issue that caused the file description to not be retrieved when using the email upload link (3825)

  • The “Submitted On” field in the Resource reports no longer checks for the resource report reference number (3568)

  • Sales dashboard - the grid will now update correctly when closing the order info page (3807)

  • Adding a link to a task will now correctly prompt the “Do you want to complete the task?” popup (3524)

  • Notes - fixed issue that caused the relevant roles to not work correctly (3447)

  • Bulk actions - fixed an issue that prevented multiple steps to be selected on surcharge removal (3924)

  • When using “Null/Not null” filters, other filters are now correctly applied (3611)

  • Fixed an issue that prevented specific subcontractor notifications from being sent out (3951)

  • Series status report page - “Show inactive” button is now working correctly (3941)

  • Improved the loading of the Profit and loss reports page (3995)

  • “Production team” field no longer populated automatically when using certain bulk actions (4016)

  • Fixed an issue that caused the watch folder to not attach folders correctly (4101)

  • Fixed issue with “price per unit” column in resource report (4109)

  • Fixed issue with order messages when sending “Available task” email (4024)

  • Fixed issue that caused page to move back to the start when editing specific columns in a workflow template(4046)

  • Resource report generator - grid only showing resources with "resource report" approval manner (3957)

  • Bulk actions - step insertion no longer filtering for "not completed" tasks (4125)

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