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A new field has been added to projects: Purchase order status The content of this field can be customized from: Administrator > Tables > Status tables > Purchase Order status.
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A new field has been added to projects: Project complexity The content of this field can be customized from: Administrator > Tables > Status tables > Project complexity.  |
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In Sales dashboard>Bulk actions>Order, a new “Project” option was added. The “Current project” field will filter the orders based on a project you select there. The “Change to” field will decide to which project the order will be added. The “Show only orders without project” switch will filter to show only orders without projects. To apply your selection, click the “Change all visible orders” button. This option is only available if projects are enabled at the system level (from Administrator > Web administrator > Configuration > Settings > Enable projects)   |
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When a resource is selected, the system will also filter the results in Sales>Project dashboard to show only projects that this reassures leads. To see all projects, click the “Show my projects” button in the bottom of the Project dashboard page.   |
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Local projects
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When the Head office assigns a local office to a task, the local office can generate a new local project from that task, or assign it to an existing local project. Once it’s done, neither the Global or the Local office can change the project, and a visual indication will appear to clearly mark a task from which a local project or order was created. For more about Global offices and projects, please refer to the manual (TBC). |
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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)The “Project dashboard” column in the Project dashboard page has been reword to “Project details” (4890)
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Bug fixes
Fixed an issue where editing a customer contact - phone number fields were overwritten by the customer’s phone number fields (3337)
Fixed an issue were Toolkit project didn’t inherit correctly if multiple previous tasks were selected and one of them didn’t have a project. Toolkit will now try to inherit the latest task first, if it doesn't have a project, it will go on to the next one (4319)
Fixed an issue with surcharges removal with Bulk actions where the page would load indefinitely (4429)
Fixed an issue where Import button would be available even when there were errors with the imported resource (3361)
Fixed an issue in Sales dashboard > Orders tab, where too much text in the Media Number column would cause it to expand. It will now cut off like other columns. (4410)
Fixed an issue in the Order status report page (3101)
Fixed an issue in the Order tasks export to Excel (4383)
Fixed an issue in which the “Current” button in the Supervisor > Schedule > Calendar task view page wouldn’t update the week and month in the grid (4350)
Fixed an issue in which the month wouldn’t change in the grid when using the “Week view” in the Supervisor > Schedule > Calendar task view page (4349)
The Resource info page will now load correctly when the user has the role ”Limit editing of the Resource info page in My menu” (4812)
The Resource info page will now load correctly when the role ”Limit
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