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titleBulk inserting of Tasks/Products/Steps added to the Order tasks page (4261)

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.

image-20240530-085251.png

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titleSynopsis API settings - Hierarchy added

Hierarchy was added to the synopsis API setting so some synopsis API will always apply.

The hierarchy works as follows:

  1. Customer

  2. Consolidated

  3. System

 

Roles

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titleRole required to change source language of an order (3898)

Changing the source language in the order info page will now require a role:

Can change the source language in orders

image-20240221-094228.png

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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titleUnit reporting improvements when uncompleting tasks (4171)

When uncompleting a task, the previously reported units are now visible and can be restored either from the Unit reporting report or when re-completing the task.

For that, click the blue arrow:

image-20240605-144326.png
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titleSynopsis API settings - Hierarchy added

Hierarchy was added to the synopsis API setting so some synopsis API will always apply.

The hierarchy work as follows:

  • Customer

  • Consolidated

  • System

    ...

    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)

    ...