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Projects improvements
The “Projects” functionality has undergone additional changes to improve usability:
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Emails sent out by the system can now include a signature, which can be set as either a system default or at the resource level.
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A new setting was added to make Task confirmation mandatory in order to open Toolkit or download files. This setting is available at Administrator > Web Administrator > Configuration > Settings > Task confirmation is mandatory to open the Toolkit for a task.
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A new option has been added to the range: Exclude/include orders. The new function can be found within the |
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From Sales > Sales dashboard > Orders or Tasks tabs, the Notes tooltip sensitivity was improved. The writing area was also changed to white.  |
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Duration and Supplier duration are now available in Administrator > Web administrator > Name conventions.  |
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“Task Info” column was added to My Tasks->My Team’s tasks page.  |
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The Custom field can now be edited from the grid directly as a dropdown menu.  |
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A new setting was added to make Task confirmation mandatory in order to open Toolkit or download files.
This setting is available at Administrator > Web Administrator > Configuration > Settings > Task confirmation is mandatory to open the Toolkit for a task.
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To learn more about this new functionality, please check the Making task confirmation mandatory to open the Toolkit/download files section of the Task confirmation help desk article. |
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Voucher number is now available in Administrator > Web administrator > Name conventions.  |
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The “Response required by” column was added to My menu > Tasks page. It was added to the “My tasks”, “Pool tasks”, “My realtime tasks” and “Tasks completed” tabs.  |
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The “Quote number” field was added to the Additional information tab in the “Order Info” page.  |
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It can be added in the body or the subject of the email. This will add the name of the Resource in charge of the order it vhe email’s body or subject. For more about Standard email messages, please read Standard email messages (TBC)  |
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The following columns were added both to Finance>Billing>Resource Report Generator Please note that project related columns also depend on “Enable project” system setting. -Order supply date -Project supply date -Resource in charge -Project number -Project name -Project lead -Resource rate detailed description (this field needs to be turn on before you can see it. Please refer to 4398 down below for more info.) 
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The column was added to the Orders tab of the Sales dashboard and Project dashboard.  |
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Critical task is now available in Administrator > Web administrator > Name conventions.  |
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Only resources with this role can edit Quote Number field in orders and projects.
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The following new columns were added: -Air Date -Project supply date -Customer CorporateID -Project number -Quote number
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The following new columns were added: Order type, Currency, Unit type, Task, Source, Target, Units, With script, Without script, Script not relevant, Minimum rate, Maximum rate and Fixed rate.  |
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When there is more than one email in the “Resource info” page, all emails will receive system notifications.  The “Email” tooltip was also reworded for clarity.  |
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When creating a new task within the Task types page, you can now decide to make it customer specific or consolidated customer specific. When a task is customer specific, you can only add it to that specific customer’s Orders, Products and Workflow templates.
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In this field you can add additional details to rates and prices. In order to display the new field, you’ll need to first enable it from:
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Date colors are now customizable in Administrator > Web administrator > Configuration > Appearance tab.  |
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When creating a resource via copy, the system checks if the email is already being used in Toolkit. If yes, the “Create” button will be disabled and a warning message will pop-up:  When creating a resource via import, if the email is already in used in Toolkit, the resource creation is blocked and there will be a validation error:
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In Supervisor > Schedule > Calendar Task view an option to see the totals in minutes was added.  |
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Resource types colors now display better contrast between the background color and the text color, both in Dark mode and Light mode.
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Internal purchase order column added to the following pages:
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If a team is specific to a Customer or Consolidated account, you can now pick them from the new drop-down menu under “Customer” and “Consolidated account”.
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It’s now possible to create a visual distinction between the products, by switching the “Alternate color by product” toggle at a system level at a system level, from Administrator > Web administrator > Configuration > Settings tab.
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The “Resources” page of a rate will only show resources who match the rate’s parameters:
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Order templates are a way to use a previously selected order as a base to copy when creating a new one.
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Rewording
The “Valid until” column in My menu >Task confirmation and Supervisor > Task confirmation management pages was reworded to “Response required by” (4458)
The project "#" column was reworded to "Project number" (4486)
The description of the Can reassign tasks (My tasks/Pool tasks pages) was reworded to “Pro tip- assign a Production team to limit the available assignees.” (4512)
“Can assign all management teams” roll was reworded to “Can assign any Client manager team”.
The description was also reworded for clarity “User with the role can assign any Client manager team without having to be a member of it.” (4659)“Can assign all Production teams” roll was reworded to “Can assign any Production team”.
The description was also reworded for clarity “User with the role can assign any Production team without having to be a member of it.” (4659)
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