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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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.
Only resources with this role can edit the Quote Number field in orders and projects.
Role name: Can edit the quote number
Once inserted, the Quote number can also be viewed in the Customer billing statements "Full view" and "Items" pages.

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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 the email’s body or subject.

For more about Standard email messages, please read Standard email messages

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

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 Orderstab 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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The following new columns were added to the "Customer billing statement generator" page :

-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.

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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 the “Detailed description” 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:
Administrator>Web Administrator>Configuration>Setting>Enable detailed Customer price/Resource rate description

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Once set, this information will also be displayed in the following pages:
-Finance > Billing > Customer billing statement generator
-Finance > Billing > Customer billing statements > Full view/Items view

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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:

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

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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.
Also, a preview was added to display how the colors will look in the rest of the system.

To access this page, navigate to Administrator>Tables>Resource types

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Internal purchase order column added to the Customer billiung startement generator.

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

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It’s now possible to create a visual distinction between the products.

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The “Resources” page of a rate will only show resources who match the rate’s parameters:
Tasks, Order Type and Language combination.

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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.
To learn more about creating an order template, please read the manual.

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The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.

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The media number column was added to the resource report generator page.
Both from My Menu and Finance.

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When adding a new rate or price to the list, the “Add rate” button will now open a popup in which all the required date can be input.

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Once saved, the pages for additional configurations, such as Tasks and languages, become available in the same popup.

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Inactive offices will be marked with a strike-through to indicate they are inactive in the following pages:
Resource profile, Resource report generator (Finance menu and My Menu) and in Project dashboard and Project details.

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In Administrator>Role Groups, an option to copy the group with all it’s roles was added. It’s also possible to copy affiliated resources along side the roles.

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A fallback was added to assign CreatePro automatically when engines are assigned to tasks without a Toolkit tool, ensuring the toolkit project is preserved.

The multiselect tool can now be used to edit the following three columns in the Sales dashboard.
Click the multi cell pick tool, select cells, and click the Pencil icon.

• Season (numbers only)

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• Internal purchase order (free text)

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• Project (selection only)

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Finance>Employee expenses report>Detailed by employee report type

The following columns were added:

• N2 (Task level)

• Code 1 (Task level)

• Code 2 (Task level)

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The date at the top of the invoice and the dates in which the tasks were completed now align with the system setting.
Additionally, a new date format was added - dd-MMM-YYYY.
The new date format can be found in Application configuration>Exported invoice configuration section.

To learn more about resource invoices, read the manual - https://ooona.atlassian.net/wiki/x/AQChcQ

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Previously resource reports could only be submitted by the user who created them.
Now they can be submitted by the user who created them and the resourced they were created for.

To learn more about resource reports, read the manual - https://ooona.atlassian.net/wiki/x/CACUc

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