Page Comparison

Duration and Supplier duration are now available in Administrator > Web administrator > Name conventions.

“Task Info” column was added to My Tasks->My Team’s tasks page.

The Custom field can now be edited from the grid directly as a dropdown menu.

Voucher number is now available in Administrator > Web administrator > Name conventions.

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.

The “Quote number” field was added to the Additional information tab in the “Order Info” page.

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 the email’s body or subject.

For more about Standard email messages, please read Standard email messages (TBC)

The following columns were added both to Finance>Billing>Resource Report Generator
and My menu>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.)

The column was added to the Orders tab of the Sales dashboard and Project dashboard.

Critical task is now available in Administrator > Web administrator > Name conventions.

Only resources with this role can edit Quote Number field in orders and projects.

The following new columns were added:

-Air Date

-Project supply date

-Customer CorporateID

-Project number

-Quote number

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.

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.

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.

In this field you can add additional details to rates and prices.
Once set, this information will also be displayed in the following:
-Finance > Billing > Customer billing statement generator
-Finance > Billing > Customer billing statements > Full view/Items view

In order to display the new field, you’ll need to first enable it from:
Administrator>Web Administrator>Configuration>Setting>Enable detailed Customer price/Resource rate description

Date colors are now customizable in Administrator > Web administrator > Configuration > Appearance tab.

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:

In Supervisor > Schedule > Calendar Task view an option to see the totals in minutes was added.
It’s also the default view for this page.

Resource types colors now display better contrast between the background color and the text color, both in Dark mode and Light mode.
Also, in Administrator>Tables>Resource types page, a preview was added to display how the colors will look in the rest of the system.

Internal purchase order column added to the following pages:

• Customer billing statement generator

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”.
If the team should apply to all customers and/or consolidated accounts, leave the fields empty.

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.

The “Resources” page of a rate will only show resources who match the rate’s parameters:
Tasks, Order Type and Language combination
If you can’t see a resource in the list, make sure he has the skills necessary for this rate.

Order templates are a way to use a previously selected order as a base to copy when creating a new one.
To learn more about creating an order template, please read the manual.