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titleProjects can now be assigned to a sales person (4226)

From Sales > Project dashboard > Edit OR Project dashboard

A new field has been added: Sales person.

This field behaves the same way it does at the order level. For more details, please check the Sales person manual.

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titleProject status added (4170)

Project status have been added.

These status are currently only informative.

The list of available status can be customized from Administrator > Tables > Status tables > Project status

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Other improvements and changes

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titleContent type - expanded to be a global feature (4210)

The already existing “Content type” field has been expanded. Now it can be found at both the customer level, as well as global.

The global selection can be edited from Administrator > Tables > Content type.

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titleProject status Indication that a cell is editable added (41704310)

Project status have been added.

These status are currently only informative.

The list of available status can be customized from Administrator > Tables > Status tables > Project status

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A new option was added to enable editable cells in the system to be surrounded by a dotted border:

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This setting can be found in Administrator > Web administrator > Configuration > Defaults > Grid editable cell indicator section.

The indicator can be enabled or disabled. The opacity of the line can also be adjusted.

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Rewording

  • “Billing messages” in the resource reports reworded to: Resource report messages (3923)

  • The Display the “Mail file” column in Order files and Centralized file downloads role was reworded to: Can send files and file download links (3728)

  • File lifecycle policy - multiple fields reworded to improve usability (3801)

  • The Can put resource report on hold role was reworded to: Can change the “Billing hold” status in the Resource report page (3927)

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