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A new mode was added to the Sales dashboard (Orders, Languages and Tasks tabs) to improve the page’s speed. It offers three modes: full (show all live data), fast (show no live data) and custom (choose which live data should be shown). For a more detailed description of this functionality, please check our Display mode helpdesk article.  |
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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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The option to add surcharges within the bulk actions were expanded to also include which task, step or product the surcharge should be added to. |
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The task confirmation time can now be edited from the Task confirmation status column, by clicking on the status icon.  The tooltip of the Task confirmation status icon has also been updated to contain more information:  Additionally, the default response time can now also be set as a system default from Administrator > Web administrator > Configuration > Emails tab. This default will be applied to all resources in the system, but it can also be edited at the resource level. 
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Negative percentages can now be added manually to customer and supplier surcharges.  |
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When uploading folders, the system will now check the “Watch folder & Folder upload defaults” for which file type to assign and, if multiple file types are found based on the extension, the file type field will be kept empty to be populated by the user. 
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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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The option to add surcharges within the bulk actions were expanded to also include which task, step or product the surcharge should be added to. |
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The task confirmation time can now be edited from the Task confirmation status column, by clicking on the status icon. The tooltip of the Task confirmation status icon has also been updated to contain more information: Additionally, the default response time can now also be set as a system default from Administrator > Web administrator > Configuration > Defaults: 
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The CustomerID field is no longer mandatory by default. To make it mandatory, enable the “CorporateID is mandatory” option Emails tab. This default will be applied to all resources in the system, but it can also be edited at the resource level.
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Negative percentages can now be added manually to customer and supplier surcharges. |
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The automatic assignment can now be on by default on order creation. This can be enabled from Administrator > Web administrator > Configuration > SettingsDefaults:  When a file is made available in another order, the | ||
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The CustomerID field is no longer mandatory by default. To make it mandatory, enable the “CorporateID is mandatory” option from Administrator > Web administrator > Configuration > Settings: |
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When a file is made available in another order, the corresponding task can be completed normally. New fields were added to the File information page to keep track of the source of the file.  |
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The realtime-specific date names have been added to the Name conventions. These can be customized from Administrator > Web administrator > Name conventions.  |
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The option to enable filtering of the column in the Order tasks page (1) has been reworded for clarity. If on, the columns in the Order tasks page become filterable and the option to move tasks is disabled. Settings (3) were also added to this page to enable saving this mode as the page’s default.  |
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A bulk method was added to the Add new task/Add new step/Add new product options within the Order tasks page. This button will enable adding a combination of tasks/steps/products to the existing order, using the same flow as the already existing Bulk actions.  | ||
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When uploading folders, the system will now check the “Watch folder & Folder upload defaults” for which file type to assign and, if multiple file types are found based on the extension, the file type field will be kept empty to be populated by the user. Info | |
Roles
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Changing the source language in the order info page will now require a role: Can change the source language in orders  When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language. |
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